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CAPTRUST FINANCIAL ADVISORS: IVW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 500,578 IVW 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 500,578 shares
    Change vs previous 13F +11,240 shares

    0.11% of the 13F portfolio, value $68,844,441.

    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 489,338 shares
    Change vs previous 13F +9,929 shares

    0.1% of the 13F portfolio, value $55,341,674.

    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 479,409 shares
    Change vs previous 13F +1,413 shares

    0.11% of the 13F portfolio, value $59,091,941.

    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 477,996 shares
    Change vs previous 13F +2,086 shares

    0.12% of the 13F portfolio, value $57,703,625.

    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 475,910 shares
    Change vs previous 13F +15,561 shares

    0.12% of the 13F portfolio, value $52,397,645.

    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 460,349 shares
    Change vs previous 13F +7,335 shares

    0.11% of the 13F portfolio, value $42,734,173.

    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 453,014 shares
    Change vs previous 13F -14,757 shares

    0.13% of the 13F portfolio, value $45,994,525.

    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 467,771 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $44,789,034.

    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).