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Capital Investment Advisors, LLC: JEPQ position timeline

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

Capital Investment Advisors, LLC held 34,631 JEPQ 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 34,631 shares
    Change vs previous 13F -1,108 shares

    0.03% of the 13F portfolio, value $2,128,421.

    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 35,739 shares
    Change vs previous 13F +1,114 shares

    0.03% of the 13F portfolio, value $1,984,242.

    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 34,625 shares
    Change vs previous 13F -470 shares

    0.03% of the 13F portfolio, value $2,012,391.

    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 35,095 shares
    Change vs previous 13F +1,754 shares

    0.03% of the 13F portfolio, value $2,018,690.

    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 33,341 shares
    Change vs previous 13F -1,789 shares

    0.03% of the 13F portfolio, value $1,813,769.

    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 35,130 shares
    Change vs previous 13F +2,762 shares

    0.04% of the 13F portfolio, value $1,819,027.

    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 32,368 shares
    Change vs previous 13F +3,619 shares

    0.04% of the 13F portfolio, value $1,824,933.

    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 28,749 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,579,207.

    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).