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CAPTRUST FINANCIAL ADVISORS: IBDV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 534,289 IBDV 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 534,289 shares
    Change vs previous 13F +48,161 shares

    0.02% of the 13F portfolio, value $11,647,495.

    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 486,128 shares
    Change vs previous 13F +18,767 shares

    0.02% of the 13F portfolio, value $10,641,337.

    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 467,361 shares
    Change vs previous 13F +426,739 shares

    0.02% of the 13F portfolio, value $10,314,655.

    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 40,622 shares
    Change vs previous 13F +4,887 shares

    <0.01% of the 13F portfolio, value $899,775.

    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 35,735 shares
    Change vs previous 13F -8,662 shares

    <0.01% of the 13F portfolio, value $785,462.

    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 44,397 shares
    Change vs previous 13F +1,812 shares

    <0.01% of the 13F portfolio, value $964,293.

    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 42,585 shares
    Change vs previous 13F +2,860 shares

    <0.01% of the 13F portfolio, value $909,610.

    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 39,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $880,704.

    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).