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CAPTRUST FINANCIAL ADVISORS: IWN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 117,434 IWN 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 117,434 shares
    Change vs previous 13F +6,935 shares

    0.04% of the 13F portfolio, value $25,975,689.

    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 110,499 shares
    Change vs previous 13F -2,871 shares

    0.04% of the 13F portfolio, value $20,946,592.

    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 113,370 shares
    Change vs previous 13F -12,949 shares

    0.04% of the 13F portfolio, value $20,543,831.

    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 126,319 shares
    Change vs previous 13F -2,916 shares

    0.05% of the 13F portfolio, value $22,334,507.

    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 129,235 shares
    Change vs previous 13F +45,488 shares

    0.05% of the 13F portfolio, value $20,388,102.

    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 83,747 shares
    Change vs previous 13F -6,361 shares

    0.03% of the 13F portfolio, value $12,644,056.

    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 90,108 shares
    Change vs previous 13F +14,816 shares

    0.04% of the 13F portfolio, value $14,793,104.

    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 75,292 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,560,237.

    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).