Capital Investment Advisors, LLC: IVE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisors, LLC on IVE, newest first. How the timeline and the estimate are built.
Capital Investment Advisors, LLC held 3,079 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,079 sharesChange vs previous 13F +511 shares
0.01% of the 13F portfolio, value $699,066.
13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 2,568 sharesChange vs previous 13F -22 shares
0.01% of the 13F portfolio, value $542,333.
13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,590 sharesChange vs previous 13F +143 shares
0.01% of the 13F portfolio, value $549,244.
13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,447 sharesChange vs previous 13F -39 shares
0.01% of the 13F portfolio, value $505,428.
13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 2,486 sharesChange vs previous 13F +411 shares
0.01% of the 13F portfolio, value $485,763.
13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,075 sharesChange vs previous 13F +731 shares
0.01% of the 13F portfolio, value $395,454.
13F-HR 0001062993-25-007411 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,344 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $256,562.
13F-HR 0001062993-25-000712 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).