CAPTRUST FINANCIAL ADVISORS: INVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on INVX, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 47,976 INVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 47,976 sharesChange vs previous 13F +10,119 shares
<0.01% of the 13F portfolio, value $1,189,805.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,857 sharesChange vs previous 13F -7,686 shares
<0.01% of the 13F portfolio, value $923,328.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,543 sharesChange vs previous 13F +19,765 shares
<0.01% of the 13F portfolio, value $996,025.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,778 sharesChange vs previous 13F +5,800 shares
<0.01% of the 13F portfolio, value $477,924.
13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,978 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $312,056.
13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).