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Disclosery

CAPTRUST FINANCIAL ADVISORS: ICOW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 82,422 ICOW 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 82,422 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $3,431,211.

    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 82,422 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $3,497,973.

    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 82,422 shares
    Change vs previous 13F +6,185 shares

    0.01% of the 13F portfolio, value $3,188,067.

    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 76,237 shares
    Change vs previous 13F +649 shares

    0.01% of the 13F portfolio, value $2,776,537.

    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 75,588 shares
    Change vs previous 13F -757 shares

    0.01% of the 13F portfolio, value $2,572,246.

    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 76,345 shares
    Change vs previous 13F -970 shares

    0.01% of the 13F portfolio, value $2,397,983.

    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 77,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,256,810.

    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).