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Capital Investment Advisors, LLC: IBTG position timeline

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

Capital Investment Advisors, LLC held 2,337,874 IBTG 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 2,337,874 shares
    Change vs previous 13F -147,388 shares

    0.71% of the 13F portfolio, value $53,513,941.

    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 2,485,262 shares
    Change vs previous 13F -3,613 shares

    0.83% of the 13F portfolio, value $56,949,776.

    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 2,488,875 shares
    Change vs previous 13F +113,825 shares

    0.87% of the 13F portfolio, value $56,933,024.

    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 2,375,050 shares
    Change vs previous 13F +38,657 shares

    0.9% of the 13F portfolio, value $54,507,397.

    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 2,336,393 shares
    Change vs previous 13F -14,594 shares

    0.96% of the 13F portfolio, value $53,573,498.

    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 2,350,987 shares
    Change vs previous 13F +22,314 shares

    1.06% of the 13F portfolio, value $53,931,638.

    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 2,328,673 shares
    Change vs previous 13F +50,751 shares

    1.08% of the 13F portfolio, value $53,117,031.

    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 2,277,922 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $52,540,282.

    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).