Capital Investment Advisors, LLC: CGDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisors, LLC on CGDV, newest first. How the timeline and the estimate are built.
Capital Investment Advisors, LLC held 90,575 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 90,575 sharesChange vs previous 13F +3,653 shares
0.06% of the 13F portfolio, value $4,463,515.
13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 86,922 sharesChange vs previous 13F +6,584 shares
0.05% of the 13F portfolio, value $3,697,662.
13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 80,338 sharesChange vs previous 13F +10,725 shares
0.05% of the 13F portfolio, value $3,505,950.
13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 69,613 sharesChange vs previous 13F +11,389 shares
0.05% of the 13F portfolio, value $2,925,838.
13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 58,224 sharesChange vs previous 13F +16,068 shares
0.04% of the 13F portfolio, value $2,299,284.
13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 42,156 sharesChange vs previous 13F +13,145 shares
0.03% of the 13F portfolio, value $1,502,432.
13F-HR 0001062993-25-007411 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,011 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,022,920.
13F-HR 0001062993-25-000712 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).