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Capital Investment Advisors, LLC: IBDW position timeline

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

Capital Investment Advisors, LLC held 4,032,502 IBDW 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 4,032,502 shares
    Change vs previous 13F +190,961 shares

    1.11% of the 13F portfolio, value $84,037,343.

    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 3,841,541 shares
    Change vs previous 13F +193,928 shares

    1.18% of the 13F portfolio, value $80,403,450.

    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 3,647,613 shares
    Change vs previous 13F +242,512 shares

    1.18% of the 13F portfolio, value $77,147,016.

    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 3,405,101 shares
    Change vs previous 13F +272,570 shares

    1.19% of the 13F portfolio, value $72,256,238.

    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 3,132,531 shares
    Change vs previous 13F +303,152 shares

    1.18% of the 13F portfolio, value $65,908,448.

    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 2,829,379 shares
    Change vs previous 13F +274,766 shares

    1.15% of the 13F portfolio, value $58,709,609.

    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 2,554,613 shares
    Change vs previous 13F +353,546 shares

    1.06% of the 13F portfolio, value $51,986,375.

    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 2,201,067 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $46,706,633.

    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).