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CAPTRUST FINANCIAL ADVISORS: IVVM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 162,000 IVVM 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 162,000 shares
    Change vs previous 13F -39,454 shares

    0.01% of the 13F portfolio, value $5,986,386.

    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 201,454 shares
    Change vs previous 13F -66,849 shares

    0.01% of the 13F portfolio, value $6,871,596.

    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 268,303 shares
    Change vs previous 13F -81,110 shares

    0.02% of the 13F portfolio, value $9,334,261.

    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 349,413 shares
    Change vs previous 13F +22,247 shares

    0.02% of the 13F portfolio, value $11,949,925.

    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 327,166 shares
    Change vs previous 13F +217,708 shares

    0.02% of the 13F portfolio, value $10,590,363.

    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 109,458 shares
    Change vs previous 13F +22,815 shares

    0.01% of the 13F portfolio, value $3,345,595.

    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 86,643 shares
    Change vs previous 13F +19,193 shares

    0.01% of the 13F portfolio, value $2,656,656.

    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 67,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,040,875.

    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).