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CAPTRUST FINANCIAL ADVISORS: IVE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 136,727 IVE 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 136,727 shares
    Change vs previous 13F +6,074 shares

    0.05% of the 13F portfolio, value $31,045,268.

    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 130,653 shares
    Change vs previous 13F +1,204 shares

    0.05% of the 13F portfolio, value $27,587,051.

    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 129,449 shares
    Change vs previous 13F -4,373 shares

    0.05% of the 13F portfolio, value $27,452,196.

    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 133,822 shares
    Change vs previous 13F -1,818 shares

    0.06% of the 13F portfolio, value $27,635,625.

    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 135,640 shares
    Change vs previous 13F +2,873 shares

    0.06% of the 13F portfolio, value $26,506,716.

    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 132,767 shares
    Change vs previous 13F -63 shares

    0.06% of the 13F portfolio, value $25,302,647.

    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 132,830 shares
    Change vs previous 13F +907 shares

    0.07% of the 13F portfolio, value $25,354,620.

    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 131,923 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $26,011,210.

    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).