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CAPTRUST FINANCIAL ADVISORS: XYL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 59,973 XYL 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 59,973 shares
    Change vs previous 13F +10,201 shares

    0.01% of the 13F portfolio, value $7,089,454.

    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 49,772 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $5,947,806.

    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 48,501 shares
    Change vs previous 13F +1,433 shares

    0.01% of the 13F portfolio, value $6,604,802.

    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 47,068 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $6,942,550.

    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 47,244 shares
    Change vs previous 13F +2,379 shares

    0.01% of the 13F portfolio, value $6,111,512.

    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 44,865 shares
    Change vs previous 13F +4,625 shares

    0.01% of the 13F portfolio, value $5,359,631.

    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 40,240 shares
    Change vs previous 13F +1,122 shares

    0.01% of the 13F portfolio, value $4,668,589.

    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 39,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,282,078.

    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).