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CAPTRUST FINANCIAL ADVISORS: IVVB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 270,749 IVVB 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 270,749 shares
    Change vs previous 13F -20,372 shares

    0.01% of the 13F portfolio, value $9,376,030.

    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 291,121 shares
    Change vs previous 13F -42,451 shares

    0.02% of the 13F portfolio, value $9,327,510.

    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 333,572 shares
    Change vs previous 13F -78,826 shares

    0.02% of the 13F portfolio, value $11,031,219.

    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 412,398 shares
    Change vs previous 13F +34,051 shares

    0.03% of the 13F portfolio, value $13,493,663.

    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 378,347 shares
    Change vs previous 13F +47,416 shares

    0.03% of the 13F portfolio, value $11,732,540.

    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 330,931 shares
    Change vs previous 13F +54,570 shares

    0.02% of the 13F portfolio, value $9,702,897.

    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 276,361 shares
    Change vs previous 13F +32,394 shares

    0.02% of the 13F portfolio, value $8,440,175.

    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 243,967 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,382,441.

    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).