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CAPTRUST FINANCIAL ADVISORS: IBKR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 29,488 IBKR 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 29,488 shares
    Change vs previous 13F -1,224 shares

    <0.01% of the 13F portfolio, value $2,566,641.

    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 30,712 shares
    Change vs previous 13F +1,543 shares

    <0.01% of the 13F portfolio, value $2,059,775.

    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 29,169 shares
    Change vs previous 13F +831 shares

    <0.01% of the 13F portfolio, value $1,875,882.

    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 28,338 shares
    Change vs previous 13F -349 shares

    <0.01% of the 13F portfolio, value $1,949,962.

    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 28,687 shares
    Change vs previous 13F +20,524 shares

    <0.01% of the 13F portfolio, value $1,589,560.

    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 8,163 shares
    Change vs previous 13F +1,836 shares

    <0.01% of the 13F portfolio, value $1,351,763.

    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 6,327 shares
    Change vs previous 13F +186 shares

    <0.01% of the 13F portfolio, value $1,117,791.

    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 6,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $855,810.

    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).