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CAPTRUST FINANCIAL ADVISORS: IBN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 53,260 IBN 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 53,260 shares
    Change vs previous 13F +8,011 shares

    <0.01% of the 13F portfolio, value $1,546,148.

    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 45,249 shares
    Change vs previous 13F +3,815 shares

    <0.01% of the 13F portfolio, value $1,171,954.

    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 41,434 shares
    Change vs previous 13F +2,249 shares

    <0.01% of the 13F portfolio, value $1,234,739.

    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 39,185 shares
    Change vs previous 13F -11,231 shares

    <0.01% of the 13F portfolio, value $1,184,574.

    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 50,416 shares
    Change vs previous 13F +3,257 shares

    <0.01% of the 13F portfolio, value $1,696,007.

    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 47,159 shares
    Change vs previous 13F -6,191 shares

    <0.01% of the 13F portfolio, value $1,486,463.

    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 53,350 shares
    Change vs previous 13F -15,571 shares

    <0.01% of the 13F portfolio, value $1,593,031.

    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 68,921 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,057,292.

    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).