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Capital Investment Advisors, LLC: IBDT position timeline

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

Capital Investment Advisors, LLC held 3,890,204 IBDT 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 3,890,204 shares
    Change vs previous 13F +137,630 shares

    1.3% of the 13F portfolio, value $98,227,655.

    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 3,752,574 shares
    Change vs previous 13F +121,540 shares

    1.39% of the 13F portfolio, value $95,052,696.

    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 3,631,034 shares
    Change vs previous 13F +215,874 shares

    1.41% of the 13F portfolio, value $92,427,977.

    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 3,415,160 shares
    Change vs previous 13F +197,278 shares

    1.44% of the 13F portfolio, value $87,154,895.

    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 3,217,882 shares
    Change vs previous 13F +230,479 shares

    1.47% of the 13F portfolio, value $81,798,565.

    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 2,987,403 shares
    Change vs previous 13F +202,590 shares

    1.48% of the 13F portfolio, value $75,461,804.

    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 2,784,813 shares
    Change vs previous 13F +215,938 shares

    1.41% of the 13F portfolio, value $69,341,838.

    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 2,568,875 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $65,583,379.

    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).