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CAPTRUST FINANCIAL ADVISORS: IYK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 19,334 IYK 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 19,334 shares
    Change vs previous 13F +10,607 shares

    <0.01% of the 13F portfolio, value $1,404,808.

    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 8,727 shares
    Change vs previous 13F -4,314 shares

    <0.01% of the 13F portfolio, value $611,152.

    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 13,041 shares
    Change vs previous 13F -163,707 shares

    <0.01% of the 13F portfolio, value $872,704.

    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 176,748 shares
    Change vs previous 13F -9,641 shares

    0.02% of the 13F portfolio, value $12,087,803.

    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 186,389 shares
    Change vs previous 13F +177,418 shares

    0.03% of the 13F portfolio, value $13,136,696.

    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 8,971 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $642,054.

    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 8,945 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $586,703.

    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 8,936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $630,614.

    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).