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Capital Investment Advisors, LLC: IBDV position timeline

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

Capital Investment Advisors, LLC held 4,264,875 IBDV 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 4,264,875 shares
    Change vs previous 13F +191,892 shares

    1.23% of the 13F portfolio, value $92,974,278.

    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 4,072,983 shares
    Change vs previous 13F +160,102 shares

    1.3% of the 13F portfolio, value $89,157,600.

    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 3,912,881 shares
    Change vs previous 13F +229,566 shares

    1.32% of the 13F portfolio, value $86,357,279.

    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 3,683,315 shares
    Change vs previous 13F +243,785 shares

    1.34% of the 13F portfolio, value $81,585,422.

    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 3,439,530 shares
    Change vs previous 13F +289,591 shares

    1.36% of the 13F portfolio, value $75,600,876.

    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 3,149,939 shares
    Change vs previous 13F +259,437 shares

    1.34% of the 13F portfolio, value $68,416,677.

    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 2,890,502 shares
    Change vs previous 13F +267,382 shares

    1.26% of the 13F portfolio, value $61,741,124.

    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 2,623,120 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $58,154,572.

    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).