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Capital Investment Advisors, LLC: IYW position timeline

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

Capital Investment Advisors, LLC held 105,036 IYW 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 105,036 shares
    Change vs previous 13F -1,048 shares

    0.35% of the 13F portfolio, value $26,493,276.

    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 106,084 shares
    Change vs previous 13F -808 shares

    0.28% of the 13F portfolio, value $19,245,708.

    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 106,892 shares
    Change vs previous 13F -2,683 shares

    0.33% of the 13F portfolio, value $21,344,178.

    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 109,575 shares
    Change vs previous 13F -826 shares

    0.35% of the 13F portfolio, value $21,461,274.

    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 110,401 shares
    Change vs previous 13F -2,472 shares

    0.34% of the 13F portfolio, value $19,129,216.

    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 112,873 shares
    Change vs previous 13F -3,082 shares

    0.31% of the 13F portfolio, value $15,851,895.

    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 115,955 shares
    Change vs previous 13F -3,094 shares

    0.38% of the 13F portfolio, value $18,497,138.

    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 119,049 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $18,050,226.

    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).