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CAPTRUST FINANCIAL ADVISORS: IJS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 100,598 IJS 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 100,598 shares
    Change vs previous 13F +17,679 shares

    0.02% of the 13F portfolio, value $13,749,681.

    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 82,919 shares
    Change vs previous 13F +167 shares

    0.02% of the 13F portfolio, value $9,821,522.

    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 82,752 shares
    Change vs previous 13F +4,641 shares

    0.02% of the 13F portfolio, value $9,410,597.

    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 78,111 shares
    Change vs previous 13F -3,084 shares

    0.02% of the 13F portfolio, value $8,638,298.

    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 81,195 shares
    Change vs previous 13F -9,570 shares

    0.02% of the 13F portfolio, value $8,078,077.

    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 90,765 shares
    Change vs previous 13F -14,942 shares

    0.02% of the 13F portfolio, value $8,847,791.

    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 105,707 shares
    Change vs previous 13F +9,146 shares

    0.03% of the 13F portfolio, value $11,480,858.

    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 96,561 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,395,712.

    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).