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Disclosery

CAPTRUST FINANCIAL ADVISORS: IIM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,626 IIM 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 10,626 shares
    Change vs previous 13F -851 shares

    <0.01% of the 13F portfolio, value $135,271.

    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 11,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,559.

    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).