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Capital Investment Advisors, LLC: IBDR position timeline

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

Capital Investment Advisors, LLC held 660,322 IBDR 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 660,322 shares
    Change vs previous 13F +41,941 shares

    0.21% of the 13F portfolio, value $15,999,609.

    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 618,381 shares
    Change vs previous 13F +77,195 shares

    0.22% of the 13F portfolio, value $14,989,550.

    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 541,186 shares
    Change vs previous 13F +107,180 shares

    0.2% of the 13F portfolio, value $13,112,937.

    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 434,006 shares
    Change vs previous 13F +56,560 shares

    0.17% of the 13F portfolio, value $10,546,351.

    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 377,446 shares
    Change vs previous 13F -421,383 shares

    0.16% of the 13F portfolio, value $9,153,067.

    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 798,829 shares
    Change vs previous 13F +35,167 shares

    0.38% of the 13F portfolio, value $19,339,654.

    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 763,662 shares
    Change vs previous 13F +26,502 shares

    0.37% of the 13F portfolio, value $18,381,350.

    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 737,160 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $17,912,976.

    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).