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Capital Investment Advisors, LLC: CAPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisors, LLC on CAPE, newest first. How the timeline and the estimate are built.

Capital Investment Advisors, LLC held 22,683 CAPE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,683 shares
    Change vs previous 13F -40,368 shares

    0.01% of the 13F portfolio, value $735,773.

    13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, LLC
    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/A 63,051 shares
    Change vs previous 13F -15,086 shares

    0.03% of the 13F portfolio, value $1,945,305.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, LLC
    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 78,137 shares
    Change vs previous 13F -10,579 shares

    0.04% of the 13F portfolio, value $2,518,813.

    13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, LLC
    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 88,716 shares
    Change vs previous 13F -4,886 shares

    0.05% of the 13F portfolio, value $2,890,365.

    13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, LLC
    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/A 93,602 shares
    Change vs previous 13F +9,194 shares

    0.05% of the 13F portfolio, value $2,977,492.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, LLC
    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 84,408 shares
    Change vs previous 13F -7,414 shares

    0.05% of the 13F portfolio, value $2,565,155.

    13F-HR 0001062993-25-007411 filed by Capital Investment Advisors, LLC
    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 91,822 shares
    Change vs previous 13F +3,820 shares

    0.06% of the 13F portfolio, value $2,751,623.

    13F-HR 0001062993-25-000712 filed by Capital Investment Advisors, LLC
    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 88,002 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,603,983.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).