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Capital Investment Advisors, LLC: IJR position timeline

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

Capital Investment Advisors, LLC held 277,795 IJR 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 277,795 shares
    Change vs previous 13F -900 shares

    0.54% of the 13F portfolio, value $41,199,769.

    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 278,695 shares
    Change vs previous 13F -3,746 shares

    0.51% of the 13F portfolio, value $34,644,535.

    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 282,441 shares
    Change vs previous 13F +34,016 shares

    0.52% of the 13F portfolio, value $33,943,773.

    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 248,425 shares
    Change vs previous 13F +719 shares

    0.49% of the 13F portfolio, value $29,520,399.

    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 247,706 shares
    Change vs previous 13F -12,712 shares

    0.49% of the 13F portfolio, value $27,071,832.

    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 260,418 shares
    Change vs previous 13F -2,284 shares

    0.53% of the 13F portfolio, value $27,231,863.

    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 262,702 shares
    Change vs previous 13F +322 shares

    0.62% of the 13F portfolio, value $30,268,568.

    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 262,380 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $30,687,959.

    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).