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CAPTRUST FINANCIAL ADVISORS: IJK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 361,510 IJK 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 361,510 shares
    Change vs previous 13F -11,033 shares

    0.07% of the 13F portfolio, value $42,477,469.

    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 372,543 shares
    Change vs previous 13F -13,549 shares

    0.07% of the 13F portfolio, value $37,484,104.

    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 386,092 shares
    Change vs previous 13F -14,640 shares

    0.07% of the 13F portfolio, value $37,404,581.

    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 400,732 shares
    Change vs previous 13F -31,056 shares

    0.08% of the 13F portfolio, value $38,426,234.

    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 431,788 shares
    Change vs previous 13F -1,495,139 shares

    0.09% of the 13F portfolio, value $39,284,221.

    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 1,926,927 shares
    Change vs previous 13F +80,273 shares

    0.4% of the 13F portfolio, value $160,475,173.

    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 1,846,654 shares
    Change vs previous 13F +135,935 shares

    0.48% of the 13F portfolio, value $167,916,230.

    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 1,710,719 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $157,266,237.

    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).