Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IDA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,487 IDA 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 10,487 shares
    Change vs previous 13F +2,907 shares

    <0.01% of the 13F portfolio, value $1,586,693.

    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 7,580 shares
    Change vs previous 13F +1,940 shares

    <0.01% of the 13F portfolio, value $1,083,763.

    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 5,640 shares
    Change vs previous 13F +239 shares

    <0.01% of the 13F portfolio, value $713,763.

    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 5,401 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $713,732.

    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 5,300 shares
    Change vs previous 13F -1,997 shares

    <0.01% of the 13F portfolio, value $611,899.

    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 7,297 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $848,003.

    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 7,432 shares
    Change vs previous 13F +544 shares

    <0.01% of the 13F portfolio, value $812,124.

    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 6,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $710,066.

    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).