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CAPTRUST FINANCIAL ADVISORS: IVOO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 5,672 IVOO 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 5,672 shares
    Change vs previous 13F -3,886 shares

    <0.01% of the 13F portfolio, value $739,569.

    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 9,558 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $1,092,667.

    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 9,555 shares
    Change vs previous 13F +3,314 shares

    <0.01% of the 13F portfolio, value $1,068,253.

    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 6,241 shares
    Change vs previous 13F -1,853 shares

    <0.01% of the 13F portfolio, value $688,930.

    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 8,094 shares
    Change vs previous 13F +2,550 shares

    <0.01% of the 13F portfolio, value $849,718.

    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 5,544 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $547,148.

    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 5,529 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $583,342.

    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 5,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $583,335.

    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).