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CAPTRUST FINANCIAL ADVISORS: IYC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 24,378 IYC 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 24,378 shares
    Change vs previous 13F +21,856 shares

    <0.01% of the 13F portfolio, value $2,464,616.

    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 2,522 shares
    Change vs previous 13F +280 shares

    <0.01% of the 13F portfolio, value $244,432.

    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 2,242 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $231,217.

    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 2,310 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $242,059.

    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 2,429 shares
    Change vs previous 13F -143,743 shares

    <0.01% of the 13F portfolio, value $242,026.

    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 146,172 shares
    Change vs previous 13F -7,948 shares

    0.03% of the 13F portfolio, value $12,910,639.

    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 154,120 shares
    Change vs previous 13F -4,412 shares

    0.04% of the 13F portfolio, value $14,817,061.

    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 158,532 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,941,263.

    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).