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CAPTRUST FINANCIAL ADVISORS: IDEV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 672,551 IDEV 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 672,551 shares
    Change vs previous 13F -6,973 shares

    0.09% of the 13F portfolio, value $59,863,806.

    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 679,524 shares
    Change vs previous 13F +13,071 shares

    0.1% of the 13F portfolio, value $56,774,099.

    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 666,453 shares
    Change vs previous 13F +22,450 shares

    0.1% of the 13F portfolio, value $54,969,024.

    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 644,003 shares
    Change vs previous 13F -95,879 shares

    0.11% of the 13F portfolio, value $51,629,717.

    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 739,882 shares
    Change vs previous 13F -10,844 shares

    0.13% of the 13F portfolio, value $56,260,650.

    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 750,726 shares
    Change vs previous 13F +247,987 shares

    0.13% of the 13F portfolio, value $51,717,546.

    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 502,739 shares
    Change vs previous 13F -3,501 shares

    0.09% of the 13F portfolio, value $32,411,559.

    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 506,240 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $35,856,963.

    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).