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CAPTRUST FINANCIAL ADVISORS: IBTK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 27,347 IBTK 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 27,347 shares
    Change vs previous 13F +1,335 shares

    <0.01% of the 13F portfolio, value $534,369.

    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 26,012 shares
    Change vs previous 13F -4,863 shares

    <0.01% of the 13F portfolio, value $512,959.

    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 30,875 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $612,708.

    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 30,851 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $613,169.

    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 30,499 shares
    Change vs previous 13F +5,107 shares

    <0.01% of the 13F portfolio, value $605,102.

    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 25,392 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $499,203.

    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 25,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $487,120.

    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).