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Capital Investment Advisors, LLC: CLOI position timeline

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

Capital Investment Advisors, LLC held 1,784,519 CLOI 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 1,784,519 shares
    Change vs previous 13F +120,137 shares

    1.25% of the 13F portfolio, value $94,490,298.

    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 1,664,382 shares
    Change vs previous 13F +100,650 shares

    1.28% of the 13F portfolio, value $87,712,939.

    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 1,563,732 shares
    Change vs previous 13F +129,592 shares

    1.26% of the 13F portfolio, value $82,580,661.

    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 1,434,140 shares
    Change vs previous 13F +147,163 shares

    1.25% of the 13F portfolio, value $76,152,854.

    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 1,286,977 shares
    Change vs previous 13F +164,457 shares

    1.22% of the 13F portfolio, value $68,145,444.

    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 1,122,520 shares
    Change vs previous 13F +196,033 shares

    1.16% of the 13F portfolio, value $59,313,968.

    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 926,487 shares
    Change vs previous 13F +321,765 shares

    1% of the 13F portfolio, value $48,890,738.

    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 604,722 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $32,074,456.

    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).