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Capital Investment Advisors, LLC: HIO position timeline

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

Capital Investment Advisors, LLC held 2,329,618 HIO 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 2,329,618 shares
    Change vs previous 13F -209,394 shares

    0.11% of the 13F portfolio, value $8,479,810.

    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 2,539,012 shares
    Change vs previous 13F -350,817 shares

    0.13% of the 13F portfolio, value $9,216,612.

    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 2,889,829 shares
    Change vs previous 13F -226,091 shares

    0.16% of the 13F portfolio, value $10,721,266.

    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 3,115,920 shares
    Change vs previous 13F -246,064 shares

    0.2% of the 13F portfolio, value $11,965,132.

    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 3,361,984 shares
    Change vs previous 13F -168,202 shares

    0.24% of the 13F portfolio, value $13,380,696.

    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 3,530,186 shares
    Change vs previous 13F +14,049 shares

    0.27% of the 13F portfolio, value $14,050,139.

    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 3,516,137 shares
    Change vs previous 13F +105,435 shares

    0.28% of the 13F portfolio, value $13,818,419.

    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 3,410,702 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,813,342.

    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).