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CAPTRUST FINANCIAL ADVISORS: IGSB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,086,054 IGSB 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 6,086,054 shares
    Change vs previous 13F +599,762 shares

    0.49% of the 13F portfolio, value $318,970,153.

    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 5,486,292 shares
    Change vs previous 13F +647,578 shares

    0.5% of the 13F portfolio, value $288,357,360.

    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 4,838,714 shares
    Change vs previous 13F +276,694 shares

    0.49% of the 13F portfolio, value $255,871,182.

    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 4,562,020 shares
    Change vs previous 13F +356,047 shares

    0.49% of the 13F portfolio, value $241,923,793.

    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 4,205,973 shares
    Change vs previous 13F +230,312 shares

    0.5% of the 13F portfolio, value $221,906,727.

    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 3,975,661 shares
    Change vs previous 13F +1,043,630 shares

    0.52% of the 13F portfolio, value $208,205,115.

    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 2,932,031 shares
    Change vs previous 13F +184,761 shares

    0.43% of the 13F portfolio, value $151,586,066.

    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 2,747,270 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $144,671,613.

    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).