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Capital Investment Advisors, LLC: ISPY position timeline

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

Capital Investment Advisors, LLC held 825,879 ISPY 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 825,879 shares
    Change vs previous 13F -38,530 shares

    0.52% of the 13F portfolio, value $39,799,090.

    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 864,409 shares
    Change vs previous 13F +79,794 shares

    0.55% of the 13F portfolio, value $37,472,137.

    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 784,615 shares
    Change vs previous 13F +27,896 shares

    0.55% of the 13F portfolio, value $35,801,962.

    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 756,719 shares
    Change vs previous 13F +25,509 shares

    0.56% of the 13F portfolio, value $34,135,613.

    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 731,210 shares
    Change vs previous 13F +66,185 shares

    0.56% of the 13F portfolio, value $31,025,229.

    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 665,025 shares
    Change vs previous 13F +396,271 shares

    0.55% of the 13F portfolio, value $27,990,902.

    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 268,754 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,903,126.

    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).