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CAPTRUST FINANCIAL ADVISORS: IQDG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 353,215 IQDG 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 353,215 shares
    Change vs previous 13F +41,313 shares

    0.02% of the 13F portfolio, value $15,216,520.

    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 311,902 shares
    Change vs previous 13F +130,186 shares

    0.02% of the 13F portfolio, value $12,518,845.

    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 181,716 shares
    Change vs previous 13F +19,083 shares

    0.01% of the 13F portfolio, value $7,537,583.

    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 162,633 shares
    Change vs previous 13F +12,196 shares

    0.01% of the 13F portfolio, value $6,485,807.

    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 150,437 shares
    Change vs previous 13F +20,172 shares

    0.01% of the 13F portfolio, value $5,963,325.

    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 130,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,647,855.

    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).