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CAPTRUST FINANCIAL ADVISORS: IEX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 12,645 IEX 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 12,645 shares
    Change vs previous 13F +580 shares

    <0.01% of the 13F portfolio, value $2,869,861.

    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 12,065 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $2,286,943.

    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 12,003 shares
    Change vs previous 13F +1,660 shares

    <0.01% of the 13F portfolio, value $2,135,797.

    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 10,343 shares
    Change vs previous 13F -3,559 shares

    <0.01% of the 13F portfolio, value $1,683,503.

    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 13,902 shares
    Change vs previous 13F -1,890 shares

    0.01% of the 13F portfolio, value $2,440,784.

    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 15,792 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $2,857,886.

    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 15,607 shares
    Change vs previous 13F +563 shares

    0.01% of the 13F portfolio, value $3,266,389.

    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 15,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,226,938.

    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).