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CAPTRUST FINANCIAL ADVISORS: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on XLV, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 248,509 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,509 shares
    Change vs previous 13F +82,581 shares

    0.06% of the 13F portfolio, value $39,428,466.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 165,928 shares
    Change vs previous 13F +6,289 shares

    0.04% of the 13F portfolio, value $24,325,020.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 159,639 shares
    Change vs previous 13F +333 shares

    0.05% of the 13F portfolio, value $24,712,179.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 159,306 shares
    Change vs previous 13F -5,323 shares

    0.05% of the 13F portfolio, value $22,170,648.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 164,629 shares
    Change vs previous 13F +2,245 shares

    0.05% of the 13F portfolio, value $22,190,279.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 162,384 shares
    Change vs previous 13F +441 shares

    0.06% of the 13F portfolio, value $23,709,739.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 161,943 shares
    Change vs previous 13F +1,982 shares

    0.06% of the 13F portfolio, value $22,278,463.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 159,961 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,637,128.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).