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CAPTRUST FINANCIAL ADVISORS: JIRE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 18,463 JIRE 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 18,463 shares
    Change vs previous 13F +1,243 shares

    <0.01% of the 13F portfolio, value $1,523,009.

    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 17,220 shares
    Change vs previous 13F -484 shares

    <0.01% of the 13F portfolio, value $1,304,240.

    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 17,704 shares
    Change vs previous 13F +4,409 shares

    <0.01% of the 13F portfolio, value $1,325,640.

    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 13,295 shares
    Change vs previous 13F +803 shares

    <0.01% of the 13F portfolio, value $977,714.

    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 12,492 shares
    Change vs previous 13F +1,751 shares

    <0.01% of the 13F portfolio, value $884,059.

    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 10,741 shares
    Change vs previous 13F -1,306 shares

    <0.01% of the 13F portfolio, value $684,417.

    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 12,047 shares
    Change vs previous 13F +916 shares

    <0.01% of the 13F portfolio, value $704,870.

    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 11,131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $734,980.

    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).