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CAPTRUST FINANCIAL ADVISORS: ISCF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 19,862 ISCF 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 19,862 shares
    Change vs previous 13F +1,256 shares

    <0.01% of the 13F portfolio, value $859,826.

    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 18,606 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $777,545.

    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 18,556 shares
    Change vs previous 13F +934 shares

    <0.01% of the 13F portfolio, value $769,703.

    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 17,622 shares
    Change vs previous 13F -3,933 shares

    <0.01% of the 13F portfolio, value $724,705.

    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 21,555 shares
    Change vs previous 13F -6,410 shares

    <0.01% of the 13F portfolio, value $835,687.

    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 27,965 shares
    Change vs previous 13F -906 shares

    <0.01% of the 13F portfolio, value $941,875.

    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 28,871 shares
    Change vs previous 13F -9,482 shares

    <0.01% of the 13F portfolio, value $931,956.

    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 38,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,351,943.

    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).