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CAPTRUST FINANCIAL ADVISORS: IUSG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 90,059 IUSG 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 90,059 shares
    Change vs previous 13F +1,895 shares

    0.03% of the 13F portfolio, value $16,939,233.

    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 88,164 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $13,675,048.

    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 88,167 shares
    Change vs previous 13F +7,890 shares

    0.03% of the 13F portfolio, value $14,806,700.

    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 80,277 shares
    Change vs previous 13F -410 shares

    0.03% of the 13F portfolio, value $13,208,745.

    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 80,687 shares
    Change vs previous 13F -2,136 shares

    0.03% of the 13F portfolio, value $12,135,364.

    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 82,823 shares
    Change vs previous 13F -1,575 shares

    0.03% of the 13F portfolio, value $10,525,199.

    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 84,398 shares
    Change vs previous 13F -6,374 shares

    0.03% of the 13F portfolio, value $11,760,839.

    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 90,772 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,973,714.

    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).