Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IWM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 338,229 IWM 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 338,229 shares
    Change vs previous 13F +3,785 shares

    0.16% of the 13F portfolio, value $101,620,755.

    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 334,444 shares
    Change vs previous 13F +2,507 shares

    0.15% of the 13F portfolio, value $82,937,067.

    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 331,937 shares
    Change vs previous 13F +12,040 shares

    0.16% of the 13F portfolio, value $81,709,679.

    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 319,897 shares
    Change vs previous 13F -4,263 shares

    0.16% of the 13F portfolio, value $77,402,308.

    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 324,160 shares
    Change vs previous 13F +957 shares

    0.16% of the 13F portfolio, value $69,950,494.

    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 323,203 shares
    Change vs previous 13F +68,492 shares

    0.16% of the 13F portfolio, value $64,475,746.

    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 254,711 shares
    Change vs previous 13F -10,039 shares

    0.16% of the 13F portfolio, value $56,281,033.

    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 264,750 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $58,480,631.

    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).