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CAPTRUST FINANCIAL ADVISORS: IYG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,401 IYG 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 23,401 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $2,117,054.

    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 23,341 shares
    Change vs previous 13F -146,001 shares

    <0.01% of the 13F portfolio, value $1,933,548.

    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 169,342 shares
    Change vs previous 13F +7,192 shares

    0.03% of the 13F portfolio, value $15,621,779.

    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 162,150 shares
    Change vs previous 13F -2,324 shares

    0.03% of the 13F portfolio, value $14,535,167.

    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 164,474 shares
    Change vs previous 13F -2,250 shares

    0.03% of the 13F portfolio, value $14,078,996.

    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 166,724 shares
    Change vs previous 13F -2,977 shares

    0.03% of the 13F portfolio, value $13,096,168.

    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 169,701 shares
    Change vs previous 13F -15,255 shares

    0.04% of the 13F portfolio, value $13,204,422.

    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 184,956 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,135,562.

    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).