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CAPTRUST FINANCIAL ADVISORS: IBDU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 764,126 IBDU 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 764,126 shares
    Change vs previous 13F +110,841 shares

    0.03% of the 13F portfolio, value $17,697,163.

    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 653,285 shares
    Change vs previous 13F +62,842 shares

    0.03% of the 13F portfolio, value $15,195,406.

    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 590,443 shares
    Change vs previous 13F +78,809 shares

    0.03% of the 13F portfolio, value $13,819,317.

    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 511,634 shares
    Change vs previous 13F +108,460 shares

    0.02% of the 13F portfolio, value $12,008,054.

    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 403,174 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $9,406,057.

    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 402,933 shares
    Change vs previous 13F +47,406 shares

    0.02% of the 13F portfolio, value $9,319,852.

    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 355,527 shares
    Change vs previous 13F +306,076 shares

    0.02% of the 13F portfolio, value $8,106,010.

    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 49,451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,162,591.

    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).