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CAPTRUST FINANCIAL ADVISORS: IEF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 5,768,269 IEF 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 5,768,269 shares
    Change vs previous 13F +402,287 shares

    0.84% of the 13F portfolio, value $545,505,155.

    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 5,365,982 shares
    Change vs previous 13F -415,018 shares

    0.9% of the 13F portfolio, value $512,128,409.

    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 5,781,000 shares
    Change vs previous 13F +666,409 shares

    1.06% of the 13F portfolio, value $555,900,926.

    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 5,114,591 shares
    Change vs previous 13F -4,877,145 shares

    1.01% of the 13F portfolio, value $493,353,577.

    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 9,991,736 shares
    Change vs previous 13F +495,772 shares

    2.14% of the 13F portfolio, value $956,907,587.

    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 9,495,964 shares
    Change vs previous 13F +1,131,295 shares

    2.27% of the 13F portfolio, value $905,629,093.

    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 8,364,669 shares
    Change vs previous 13F -198,626 shares

    2.21% of the 13F portfolio, value $773,314,090.

    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 8,563,295 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $840,231,500.

    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).