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CAPTRUST FINANCIAL ADVISORS: IWS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 132,040 IWS 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 132,040 shares
    Change vs previous 13F +3,381 shares

    0.03% of the 13F portfolio, value $21,733,806.

    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 128,659 shares
    Change vs previous 13F +3,397 shares

    0.03% of the 13F portfolio, value $18,750,796.

    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 125,262 shares
    Change vs previous 13F -28,139 shares

    0.03% of the 13F portfolio, value $17,668,265.

    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 153,401 shares
    Change vs previous 13F -5,180 shares

    0.04% of the 13F portfolio, value $21,425,558.

    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 158,581 shares
    Change vs previous 13F +10,503 shares

    0.05% of the 13F portfolio, value $20,954,903.

    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 148,078 shares
    Change vs previous 13F +4,591 shares

    0.05% of the 13F portfolio, value $18,653,381.

    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 143,487 shares
    Change vs previous 13F +20,121 shares

    0.05% of the 13F portfolio, value $18,558,584.

    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 123,366 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,315,116.

    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).