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CAPTRUST FINANCIAL ADVISORS: IWP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 127,771 IWP 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 127,771 shares
    Change vs previous 13F +6,757 shares

    0.03% of the 13F portfolio, value $18,706,920.

    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 121,014 shares
    Change vs previous 13F +4,705 shares

    0.03% of the 13F portfolio, value $15,504,135.

    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 116,309 shares
    Change vs previous 13F -34,006 shares

    0.03% of the 13F portfolio, value $15,927,371.

    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 150,315 shares
    Change vs previous 13F -3,095 shares

    0.04% of the 13F portfolio, value $21,406,356.

    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 153,410 shares
    Change vs previous 13F +2,807 shares

    0.05% of the 13F portfolio, value $21,274,843.

    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 150,603 shares
    Change vs previous 13F +835 shares

    0.04% of the 13F portfolio, value $17,694,357.

    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 149,768 shares
    Change vs previous 13F +30,434 shares

    0.05% of the 13F portfolio, value $18,983,036.

    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 119,334 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,996,682.

    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).