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CAPTRUST FINANCIAL ADVISORS: IESC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 434 IESC 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 434 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $318,597.

    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 543 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $258,495.

    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 541 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $210,330.

    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 523 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,838.

    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).