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CAPTRUST FINANCIAL ADVISORS: IBB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,427 IBB 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 14,427 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $2,743,820.

    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 13,449 shares
    Change vs previous 13F +525 shares

    <0.01% of the 13F portfolio, value $2,270,631.

    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 12,924 shares
    Change vs previous 13F -6,105 shares

    <0.01% of the 13F portfolio, value $2,181,157.

    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 19,029 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $2,747,161.

    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 18,695 shares
    Change vs previous 13F +2,614 shares

    0.01% of the 13F portfolio, value $2,365,116.

    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 16,081 shares
    Change vs previous 13F -36,706 shares

    0.01% of the 13F portfolio, value $2,056,769.

    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 52,787 shares
    Change vs previous 13F +6,301 shares

    0.02% of the 13F portfolio, value $6,978,939.

    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 46,486 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,768,385.

    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).