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CAPTRUST FINANCIAL ADVISORS: IBDT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,070,569 IBDT 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 1,070,569 shares
    Change vs previous 13F +81,211 shares

    0.04% of the 13F portfolio, value $27,031,859.

    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 989,358 shares
    Change vs previous 13F +120,083 shares

    0.04% of the 13F portfolio, value $25,060,429.

    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 869,275 shares
    Change vs previous 13F +129,204 shares

    0.04% of the 13F portfolio, value $22,127,393.

    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 740,071 shares
    Change vs previous 13F +235,224 shares

    0.04% of the 13F portfolio, value $18,886,620.

    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 504,847 shares
    Change vs previous 13F +47,793 shares

    0.03% of the 13F portfolio, value $12,833,199.

    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 457,054 shares
    Change vs previous 13F +60,729 shares

    0.03% of the 13F portfolio, value $11,545,183.

    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 396,325 shares
    Change vs previous 13F +96,834 shares

    0.03% of the 13F portfolio, value $9,868,493.

    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 299,491 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,646,006.

    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).