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CAPTRUST FINANCIAL ADVISORS: IBTG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 173,545 IBTG 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 173,545 shares
    Change vs previous 13F -26,704 shares

    0.01% of the 13F portfolio, value $3,972,450.

    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 200,249 shares
    Change vs previous 13F -6,459 shares

    0.01% of the 13F portfolio, value $4,588,705.

    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 206,708 shares
    Change vs previous 13F +31,708 shares

    0.01% of the 13F portfolio, value $4,728,435.

    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 175,000 shares
    Change vs previous 13F +416 shares

    0.01% of the 13F portfolio, value $4,016,252.

    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 174,584 shares
    Change vs previous 13F +8,407 shares

    0.01% of the 13F portfolio, value $4,003,211.

    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 166,177 shares
    Change vs previous 13F +21,746 shares

    0.01% of the 13F portfolio, value $3,812,111.

    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 144,431 shares
    Change vs previous 13F +49,716 shares

    0.01% of the 13F portfolio, value $3,294,463.

    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 94,715 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,184,597.

    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).