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Capital Investment Advisors, LLC: IBDS position timeline

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

Capital Investment Advisors, LLC held 1,918,973 IBDS 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 1,918,973 shares
    Change vs previous 13F +156,524 shares

    0.61% of the 13F portfolio, value $46,477,528.

    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 1,762,449 shares
    Change vs previous 13F +141,293 shares

    0.63% of the 13F portfolio, value $42,721,769.

    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 1,621,156 shares
    Change vs previous 13F +189,511 shares

    0.6% of the 13F portfolio, value $39,361,676.

    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 1,431,645 shares
    Change vs previous 13F +111,668 shares

    0.57% of the 13F portfolio, value $34,846,239.

    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 1,319,977 shares
    Change vs previous 13F -763,291 shares

    0.57% of the 13F portfolio, value $32,035,838.

    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 2,083,268 shares
    Change vs previous 13F +56,521 shares

    0.99% of the 13F portfolio, value $50,373,427.

    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 2,026,747 shares
    Change vs previous 13F +87,798 shares

    0.99% of the 13F portfolio, value $48,560,859.

    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 1,938,949 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $47,252,186.

    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).