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CAPTRUST FINANCIAL ADVISORS: IBDS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,512,130 IBDS 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 1,512,130 shares
    Change vs previous 13F +56,160 shares

    0.06% of the 13F portfolio, value $36,623,780.

    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 1,455,970 shares
    Change vs previous 13F +95,096 shares

    0.06% of the 13F portfolio, value $35,292,688.

    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 1,360,874 shares
    Change vs previous 13F +459,738 shares

    0.06% of the 13F portfolio, value $33,042,021.

    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 901,136 shares
    Change vs previous 13F +133,985 shares

    0.04% of the 13F portfolio, value $21,933,642.

    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 767,151 shares
    Change vs previous 13F +61,365 shares

    0.04% of the 13F portfolio, value $18,618,754.

    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 705,786 shares
    Change vs previous 13F +116,218 shares

    0.04% of the 13F portfolio, value $17,065,904.

    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 589,568 shares
    Change vs previous 13F +175,143 shares

    0.04% of the 13F portfolio, value $14,126,060.

    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 414,425 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,099,548.

    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).