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CAPTRUST FINANCIAL ADVISORS: IRTC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,801 IRTC 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 7,801 shares
    Change vs previous 13F +1,531 shares

    <0.01% of the 13F portfolio, value $927,929.

    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 6,270 shares
    Change vs previous 13F +467 shares

    <0.01% of the 13F portfolio, value $739,982.

    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 5,803 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $1,029,684.

    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 5,843 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $1,004,938.

    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 5,760 shares
    Change vs previous 13F +1,588 shares

    <0.01% of the 13F portfolio, value $886,810.

    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 4,172 shares
    Change vs previous 13F +284 shares

    <0.01% of the 13F portfolio, value $436,725.

    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 3,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,581.

    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).