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CAPTRUST FINANCIAL ADVISORS: IYE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 28,337 IYE 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 28,337 shares
    Change vs previous 13F -6,646 shares

    <0.01% of the 13F portfolio, value $1,603,584.

    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 34,983 shares
    Change vs previous 13F +1,309 shares

    <0.01% of the 13F portfolio, value $2,265,880.

    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 33,674 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $1,600,539.

    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 34,006 shares
    Change vs previous 13F +598 shares

    <0.01% of the 13F portfolio, value $1,615,954.

    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 33,408 shares
    Change vs previous 13F -2,051 shares

    <0.01% of the 13F portfolio, value $1,510,729.

    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 35,459 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $1,748,119.

    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 35,867 shares
    Change vs previous 13F +1,062 shares

    <0.01% of the 13F portfolio, value $1,634,469.

    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 34,805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,612,883.

    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).