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CAPTRUST FINANCIAL ADVISORS: IBDY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 43,092 IBDY 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 43,092 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $1,109,409.

    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 43,082 shares
    Change vs previous 13F +187 shares

    <0.01% of the 13F portfolio, value $1,113,676.

    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 42,895 shares
    Change vs previous 13F +3,835 shares

    <0.01% of the 13F portfolio, value $1,121,281.

    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 39,060 shares
    Change vs previous 13F -4,291 shares

    <0.01% of the 13F portfolio, value $1,024,550.

    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 43,351 shares
    Change vs previous 13F -5,148 shares

    <0.01% of the 13F portfolio, value $1,123,018.

    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 48,499 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $1,239,627.

    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 48,484 shares
    Change vs previous 13F +20,596 shares

    <0.01% of the 13F portfolio, value $1,216,940.

    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 27,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $736,256.

    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).