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CAPTRUST FINANCIAL ADVISORS: IJJ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 63,636 IJJ 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 63,636 shares
    Change vs previous 13F +737 shares

    0.01% of the 13F portfolio, value $9,400,940.

    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 62,899 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $8,334,154.

    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 62,322 shares
    Change vs previous 13F +1,500 shares

    0.02% of the 13F portfolio, value $8,200,898.

    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 60,822 shares
    Change vs previous 13F -2,926 shares

    0.02% of the 13F portfolio, value $7,889,797.

    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 63,748 shares
    Change vs previous 13F +3,590 shares

    0.02% of the 13F portfolio, value $7,877,939.

    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 60,158 shares
    Change vs previous 13F +1,674 shares

    0.02% of the 13F portfolio, value $7,202,761.

    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 58,484 shares
    Change vs previous 13F -549 shares

    0.02% of the 13F portfolio, value $7,308,150.

    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 59,033 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,297,658.

    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).