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Disclosery

Capital Investment Advisors, LLC: IBDZ position timeline

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

Capital Investment Advisors, LLC held 2,711,023 IBDZ 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 2,711,023 shares
    Change vs previous 13F +219,304 shares

    0.93% of the 13F portfolio, value $70,622,144.

    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 2,491,719 shares
    Change vs previous 13F +243,018 shares

    0.95% of the 13F portfolio, value $64,934,186.

    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 2,248,701 shares
    Change vs previous 13F +252,770 shares

    0.9% of the 13F portfolio, value $59,298,241.

    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 1,995,931 shares
    Change vs previous 13F +271,455 shares

    0.87% of the 13F portfolio, value $52,832,305.

    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 1,724,476 shares
    Change vs previous 13F +1,182,590 shares

    0.81% of the 13F portfolio, value $45,060,557.

    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 541,886 shares
    Change vs previous 13F +321,429 shares

    0.27% of the 13F portfolio, value $13,972,742.

    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 220,457 shares
    Change vs previous 13F +192,141 shares

    0.11% of the 13F portfolio, value $5,610,639.

    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 28,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $756,309.

    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).