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CAPTRUST FINANCIAL ADVISORS: IFRA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 369,010 IFRA 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 369,010 shares
    Change vs previous 13F -5,148 shares

    0.04% of the 13F portfolio, value $23,262,377.

    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 374,158 shares
    Change vs previous 13F -9,775 shares

    0.04% of the 13F portfolio, value $21,401,777.

    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 383,933 shares
    Change vs previous 13F -8,708 shares

    0.04% of the 13F portfolio, value $20,202,561.

    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 392,641 shares
    Change vs previous 13F -1,897 shares

    0.04% of the 13F portfolio, value $20,739,311.

    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 394,538 shares
    Change vs previous 13F -8,213 shares

    0.04% of the 13F portfolio, value $19,406,353.

    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 402,751 shares
    Change vs previous 13F +6,140 shares

    0.05% of the 13F portfolio, value $18,151,838.

    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 396,611 shares
    Change vs previous 13F +7,066 shares

    0.05% of the 13F portfolio, value $18,359,110.

    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 389,545 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,296,412.

    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).