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Capital Investment Advisors, LLC: IBDU position timeline

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

Capital Investment Advisors, LLC held 4,035,738 IBDU 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 4,035,738 shares
    Change vs previous 13F +171,532 shares

    1.23% of the 13F portfolio, value $93,467,688.

    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 3,864,206 shares
    Change vs previous 13F +142,045 shares

    1.31% of the 13F portfolio, value $89,881,441.

    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 3,722,161 shares
    Change vs previous 13F +232,608 shares

    1.33% of the 13F portfolio, value $87,117,191.

    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 3,489,553 shares
    Change vs previous 13F +250,475 shares

    1.35% of the 13F portfolio, value $81,899,799.

    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 3,239,078 shares
    Change vs previous 13F +284,631 shares

    1.35% of the 13F portfolio, value $75,567,696.

    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 2,954,447 shares
    Change vs previous 13F +253,712 shares

    1.34% of the 13F portfolio, value $68,336,367.

    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 2,700,735 shares
    Change vs previous 13F +323,578 shares

    1.25% of the 13F portfolio, value $61,576,763.

    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 2,377,157 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $55,886,960.

    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).