Capital Investment Advisors, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisors, LLC on IWS, newest first. How the timeline and the estimate are built.
Capital Investment Advisors, LLC held 2,958 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,958 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $486,826.
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 2,957 sharesChange vs previous 13F -24 shares
0.01% of the 13F portfolio, value $430,895.
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 2,981 sharesChange vs previous 13F -143 shares
0.01% of the 13F portfolio, value $420,407.
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 3,124 sharesChange vs previous 13F -185 shares
0.01% of the 13F portfolio, value $436,339.
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 3,309 sharesChange vs previous 13F +158 shares
0.01% of the 13F portfolio, value $437,217.
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 3,151 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $396,875.
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 3,150 sharesChange vs previous 13F -466 shares
0.01% of the 13F portfolio, value $407,464.
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).
- period ended2024-09-3013F 3,616 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $478,262.
13F-HR 0001062993-24-017756 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).