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CAPTRUST FINANCIAL ADVISORS: IQLT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 96,274 IQLT 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 96,274 shares
    Change vs previous 13F +5,934 shares

    0.01% of the 13F portfolio, value $4,770,352.

    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 90,340 shares
    Change vs previous 13F +2,530 shares

    0.01% of the 13F portfolio, value $4,176,431.

    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 87,810 shares
    Change vs previous 13F +8,029 shares

    0.01% of the 13F portfolio, value $3,990,976.

    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 79,781 shares
    Change vs previous 13F +23,495 shares

    0.01% of the 13F portfolio, value $3,525,514.

    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 56,286 shares
    Change vs previous 13F -815 shares

    0.01% of the 13F portfolio, value $2,432,673.

    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 57,101 shares
    Change vs previous 13F -3,057 shares

    0.01% of the 13F portfolio, value $2,266,353.

    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 60,158 shares
    Change vs previous 13F -1,850 shares

    0.01% of the 13F portfolio, value $2,233,057.

    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 62,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,572,695.

    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).