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CAPTRUST FINANCIAL ADVISORS: IUSB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 67,296 IUSB 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 67,296 shares
    Change vs previous 13F +12,475 shares

    <0.01% of the 13F portfolio, value $3,105,729.

    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 54,821 shares
    Change vs previous 13F -1,494 shares

    <0.01% of the 13F portfolio, value $2,532,028.

    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 56,315 shares
    Change vs previous 13F -3,820 shares

    <0.01% of the 13F portfolio, value $2,620,915.

    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 60,135 shares
    Change vs previous 13F +1,386 shares

    0.01% of the 13F portfolio, value $2,808,924.

    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 58,749 shares
    Change vs previous 13F +3,969 shares

    0.01% of the 13F portfolio, value $2,715,944.

    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 54,780 shares
    Change vs previous 13F +3,214 shares

    0.01% of the 13F portfolio, value $2,524,250.

    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 51,566 shares
    Change vs previous 13F -55,972 shares

    0.01% of the 13F portfolio, value $2,330,771.

    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 107,538 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,067,178.

    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).