Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IBIT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 256,046 IBIT 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 256,046 shares
    Change vs previous 13F -143,809 shares

    0.01% of the 13F portfolio, value $8,523,786.

    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 399,855 shares
    Change vs previous 13F +65,182 shares

    0.03% of the 13F portfolio, value $15,361,940.

    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 334,673 shares
    Change vs previous 13F -357,057 shares

    0.03% of the 13F portfolio, value $16,616,511.

    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 691,730 shares
    Change vs previous 13F +397,047 shares

    0.09% of the 13F portfolio, value $44,961,817.

    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 294,683 shares
    Change vs previous 13F +17,942 shares

    0.04% of the 13F portfolio, value $18,037,569.

    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 276,741 shares
    Change vs previous 13F +141,444 shares

    0.03% of the 13F portfolio, value $12,954,259.

    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 135,297 shares
    Change vs previous 13F +41,202 shares

    0.02% of the 13F portfolio, value $7,177,521.

    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 94,095 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,399,656.

    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).