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CAPTRUST FINANCIAL ADVISORS: IEI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,837,882 IEI 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 6,837,882 shares
    Change vs previous 13F +579,649 shares

    1.23% of the 13F portfolio, value $803,109,237.

    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 6,258,233 shares
    Change vs previous 13F +333,630 shares

    1.3% of the 13F portfolio, value $742,221,254.

    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 5,924,603 shares
    Change vs previous 13F +281,282 shares

    1.34% of the 13F portfolio, value $707,101,310.

    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 5,643,321 shares
    Change vs previous 13F +1,992,633 shares

    1.38% of the 13F portfolio, value $674,433,325.

    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 3,650,688 shares
    Change vs previous 13F +142,100 shares

    0.97% of the 13F portfolio, value $434,760,395.

    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 3,508,588 shares
    Change vs previous 13F +275,886 shares

    1.04% of the 13F portfolio, value $414,487,052.

    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 3,232,702 shares
    Change vs previous 13F +585,061 shares

    1.07% of the 13F portfolio, value $373,538,733.

    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 2,647,641 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $316,671,079.

    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).