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CAPTRUST FINANCIAL ADVISORS: ICLN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 25,566 ICLN 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 25,566 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $523,844.

    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 25,539 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $467,104.

    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 25,463 shares
    Change vs previous 13F +1,690 shares

    <0.01% of the 13F portfolio, value $418,353.

    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 23,773 shares
    Change vs previous 13F -504 shares

    <0.01% of the 13F portfolio, value $368,001.

    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 24,277 shares
    Change vs previous 13F -10,449 shares

    <0.01% of the 13F portfolio, value $318,274.

    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 34,726 shares
    Change vs previous 13F +8,133 shares

    <0.01% of the 13F portfolio, value $396,566.

    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 26,593 shares
    Change vs previous 13F -2,170 shares

    <0.01% of the 13F portfolio, value $302,624.

    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 28,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $422,523.

    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).