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CAPTRUST FINANCIAL ADVISORS: IGV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 135,265 IGV 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 135,265 shares
    Change vs previous 13F -118,153 shares

    0.02% of the 13F portfolio, value $12,255,019.

    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 253,418 shares
    Change vs previous 13F +161,366 shares

    0.04% of the 13F portfolio, value $20,284,783.

    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 92,052 shares
    Change vs previous 13F +293 shares

    0.02% of the 13F portfolio, value $9,728,949.

    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 91,759 shares
    Change vs previous 13F +1,534 shares

    0.02% of the 13F portfolio, value $10,553,231.

    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 90,225 shares
    Change vs previous 13F -3,094 shares

    0.02% of the 13F portfolio, value $9,879,665.

    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 93,319 shares
    Change vs previous 13F -651 shares

    0.02% of the 13F portfolio, value $8,304,481.

    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 93,970 shares
    Change vs previous 13F +5,449 shares

    0.03% of the 13F portfolio, value $9,408,302.

    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 88,521 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,911,145.

    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).