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CAPTRUST FINANCIAL ADVISORS: IBTI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 114,451 IBTI 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 114,451 shares
    Change vs previous 13F +6,125 shares

    <0.01% of the 13F portfolio, value $2,533,937.

    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 108,326 shares
    Change vs previous 13F +3,817 shares

    <0.01% of the 13F portfolio, value $2,413,831.

    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 104,509 shares
    Change vs previous 13F +52,072 shares

    <0.01% of the 13F portfolio, value $2,337,348.

    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 52,437 shares
    Change vs previous 13F +717 shares

    <0.01% of the 13F portfolio, value $1,173,802.

    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 51,720 shares
    Change vs previous 13F +340 shares

    <0.01% of the 13F portfolio, value $1,156,453.

    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 51,380 shares
    Change vs previous 13F +217 shares

    <0.01% of the 13F portfolio, value $1,143,205.

    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 51,163 shares
    Change vs previous 13F +32,097 shares

    <0.01% of the 13F portfolio, value $1,120,645.

    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 19,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,073.

    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).