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CAPTRUST FINANCIAL ADVISORS: IOVA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 87,785 IOVA 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 87,785 shares
    Change vs previous 13F +32,628 shares

    <0.01% of the 13F portfolio, value $365,186.

    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 55,157 shares
    Change vs previous 13F +8,345 shares

    <0.01% of the 13F portfolio, value $193,598.

    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 46,812 shares
    Change vs previous 13F +5,563 shares

    <0.01% of the 13F portfolio, value $127,797.

    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 41,249 shares
    Change vs previous 13F +17,481 shares

    <0.01% of the 13F portfolio, value $89,510.

    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 23,768 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $40,881.

    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 23,123 shares
    Change vs previous 13F -5,615 shares

    <0.01% of the 13F portfolio, value $77,000.

    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 28,738 shares
    Change vs previous 13F -20,868 shares

    <0.01% of the 13F portfolio, value $212,661.

    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 49,606 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $465,800.

    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).