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Capital Investment Advisors, LLC: IBDX position timeline

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

Capital Investment Advisors, LLC held 3,505,410 IBDX 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 3,505,410 shares
    Change vs previous 13F +175,235 shares

    1.16% of the 13F portfolio, value $88,301,268.

    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 3,330,175 shares
    Change vs previous 13F +158,561 shares

    1.23% of the 13F portfolio, value $84,153,520.

    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 3,171,614 shares
    Change vs previous 13F +197,647 shares

    1.23% of the 13F portfolio, value $80,971,317.

    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 2,973,967 shares
    Change vs previous 13F +221,949 shares

    1.26% of the 13F portfolio, value $76,193,044.

    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 2,752,018 shares
    Change vs previous 13F +264,577 shares

    1.25% of the 13F portfolio, value $69,584,772.

    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 2,487,441 shares
    Change vs previous 13F +207,434 shares

    1.22% of the 13F portfolio, value $62,161,160.

    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 2,280,007 shares
    Change vs previous 13F +331,297 shares

    1.14% of the 13F portfolio, value $56,042,575.

    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 1,948,710 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $50,101,322.

    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).