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Capital Investment Advisors, LLC: COST position timeline

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

Capital Investment Advisors, LLC held 16,336 COST 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 16,336 shares
    Change vs previous 13F -76 shares

    0.2% of the 13F portfolio, value $15,281,674.

    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 16,412 shares
    Change vs previous 13F +440 shares

    0.24% of the 13F portfolio, value $16,353,578.

    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 15,972 shares
    Change vs previous 13F +199 shares

    0.21% of the 13F portfolio, value $13,773,458.

    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 15,773 shares
    Change vs previous 13F +974 shares

    0.24% of the 13F portfolio, value $14,599,829.

    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 14,799 shares
    Change vs previous 13F +164 shares

    0.26% of the 13F portfolio, value $14,650,115.

    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 14,635 shares
    Change vs previous 13F +411 shares

    0.27% of the 13F portfolio, value $13,841,289.

    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 14,224 shares
    Change vs previous 13F +818 shares

    0.27% of the 13F portfolio, value $13,032,629.

    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 13,406 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,884,909.

    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).