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Disclosery

Capital Investment Advisors, LLC: CWI position timeline

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

Capital Investment Advisors, LLC held 111,244 CWI 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 111,244 shares
    Change vs previous 13F -4,377 shares

    0.06% of the 13F portfolio, value $4,524,294.

    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 115,621 shares
    Change vs previous 13F -8,697 shares

    0.06% of the 13F portfolio, value $4,230,571.

    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 124,318 shares
    Change vs previous 13F +15,098 shares

    0.07% of the 13F portfolio, value $4,465,495.

    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 109,220 shares
    Change vs previous 13F -4,340 shares

    0.06% of the 13F portfolio, value $3,813,959.

    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 113,560 shares
    Change vs previous 13F -2,298 shares

    0.07% of the 13F portfolio, value $3,708,867.

    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 115,858 shares
    Change vs previous 13F -4,174 shares

    0.07% of the 13F portfolio, value $3,427,085.

    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 120,032 shares
    Change vs previous 13F -270 shares

    0.07% of the 13F portfolio, value $3,353,681.

    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 120,302 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,661,992.

    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).