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Capital Investment Advisors, LLC: IBCA position timeline

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

Capital Investment Advisors, LLC held 2,536,059 IBCA 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 2,536,059 shares
    Change vs previous 13F +250,409 shares

    0.86% of the 13F portfolio, value $64,948,478.

    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 2,285,650 shares
    Change vs previous 13F +569,900 shares

    0.86% of the 13F portfolio, value $58,604,078.

    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 1,715,750 shares
    Change vs previous 13F +332,225 shares

    0.68% of the 13F portfolio, value $44,506,558.

    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 1,383,525 shares
    Change vs previous 13F +355,569 shares

    0.59% of the 13F portfolio, value $36,027,001.

    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 1,027,956 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $26,348,063.

    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).