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CAPTRUST FINANCIAL ADVISORS: IBMP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 50,479 IBMP 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 50,479 shares
    Change vs previous 13F +28,529 shares

    <0.01% of the 13F portfolio, value $1,283,177.

    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 21,950 shares
    Change vs previous 13F -2,572 shares

    <0.01% of the 13F portfolio, value $558,404.

    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 24,522 shares
    Change vs previous 13F +2,758 shares

    <0.01% of the 13F portfolio, value $622,621.

    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 21,764 shares
    Change vs previous 13F +2,583 shares

    <0.01% of the 13F portfolio, value $554,428.

    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 19,181 shares
    Change vs previous 13F -1,658 shares

    <0.01% of the 13F portfolio, value $486,241.

    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 20,839 shares
    Change vs previous 13F -3,444 shares

    <0.01% of the 13F portfolio, value $526,807.

    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 24,283 shares
    Change vs previous 13F -1,508 shares

    <0.01% of the 13F portfolio, value $610,474.

    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 25,791 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $656,392.

    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).