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CAPTRUST FINANCIAL ADVISORS: IVZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 115,897 IVZ 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 115,897 shares
    Change vs previous 13F +19,356 shares

    <0.01% of the 13F portfolio, value $3,058,534.

    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 96,541 shares
    Change vs previous 13F +12,838 shares

    <0.01% of the 13F portfolio, value $2,344,556.

    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 83,703 shares
    Change vs previous 13F +10,322 shares

    <0.01% of the 13F portfolio, value $2,198,883.

    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 73,381 shares
    Change vs previous 13F +13,364 shares

    <0.01% of the 13F portfolio, value $1,683,355.

    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 60,017 shares
    Change vs previous 13F +4,228 shares

    <0.01% of the 13F portfolio, value $946,472.

    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 55,789 shares
    Change vs previous 13F -15,959 shares

    <0.01% of the 13F portfolio, value $846,319.

    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 71,748 shares
    Change vs previous 13F +15,534 shares

    <0.01% of the 13F portfolio, value $1,254,157.

    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 56,214 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $987,118.

    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).