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CAPTRUST FINANCIAL ADVISORS: IJT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 204,482 IJT 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 204,482 shares
    Change vs previous 13F -4,635 shares

    0.06% of the 13F portfolio, value $36,520,562.

    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 209,117 shares
    Change vs previous 13F +16,517 shares

    0.05% of the 13F portfolio, value $30,258,933.

    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 192,600 shares
    Change vs previous 13F +4,363 shares

    0.05% of the 13F portfolio, value $27,187,385.

    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 188,237 shares
    Change vs previous 13F +858 shares

    0.05% of the 13F portfolio, value $26,635,530.

    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 187,379 shares
    Change vs previous 13F -9,538 shares

    0.06% of the 13F portfolio, value $24,928,899.

    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 196,917 shares
    Change vs previous 13F +1,086 shares

    0.06% of the 13F portfolio, value $24,516,173.

    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 195,831 shares
    Change vs previous 13F +885 shares

    0.08% of the 13F portfolio, value $26,509,667.

    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 194,946 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,192,986.

    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).