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CAPTRUST FINANCIAL ADVISORS: IBTJ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 65,858 IBTJ 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 65,858 shares
    Change vs previous 13F -25,435 shares

    <0.01% of the 13F portfolio, value $1,425,826.

    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 91,293 shares
    Change vs previous 13F -4,030 shares

    <0.01% of the 13F portfolio, value $1,994,118.

    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 95,323 shares
    Change vs previous 13F +594 shares

    <0.01% of the 13F portfolio, value $2,091,864.

    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 94,729 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $2,079,784.

    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 94,055 shares
    Change vs previous 13F +22,735 shares

    <0.01% of the 13F portfolio, value $2,061,681.

    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 71,320 shares
    Change vs previous 13F +21,830 shares

    <0.01% of the 13F portfolio, value $1,552,635.

    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 49,490 shares
    Change vs previous 13F +33,214 shares

    <0.01% of the 13F portfolio, value $1,055,428.

    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 16,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,774.

    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).