Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IWR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 354,020 IWR 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 354,020 shares
    Change vs previous 13F -2,973 shares

    0.06% of the 13F portfolio, value $39,055,500.

    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 356,993 shares
    Change vs previous 13F -2,807 shares

    0.06% of the 13F portfolio, value $34,710,167.

    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 359,800 shares
    Change vs previous 13F -8,781 shares

    0.07% of the 13F portfolio, value $34,637,913.

    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 368,581 shares
    Change vs previous 13F -8,350 shares

    0.07% of the 13F portfolio, value $35,586,429.

    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 376,931 shares
    Change vs previous 13F +2,189 shares

    0.08% of the 13F portfolio, value $34,663,436.

    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 374,742 shares
    Change vs previous 13F +23,447 shares

    0.08% of the 13F portfolio, value $31,879,276.

    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 351,295 shares
    Change vs previous 13F -1,752 shares

    0.09% of the 13F portfolio, value $31,054,447.

    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 353,047 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $31,117,549.

    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).