Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IIIN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 139,674 IIIN 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 139,674 shares
    Change vs previous 13F +1,949 shares

    0.01% of the 13F portfolio, value $4,218,157.

    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 137,725 shares
    Change vs previous 13F -459 shares

    0.01% of the 13F portfolio, value $4,628,931.

    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 138,184 shares
    Change vs previous 13F -653 shares

    0.01% of the 13F portfolio, value $4,376,287.

    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 138,837 shares
    Change vs previous 13F +1,061 shares

    0.01% of the 13F portfolio, value $5,323,011.

    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 137,776 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $5,126,645.

    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 137,702 shares
    Change vs previous 13F +704 shares

    0.01% of the 13F portfolio, value $3,621,563.

    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 136,998 shares
    Change vs previous 13F +390 shares

    0.01% of the 13F portfolio, value $3,700,316.

    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 136,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,247,143.

    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).