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Capital Investment Advisors, LLC: MSFT position timeline

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

Capital Investment Advisors, LLC held 221,923 MSFT 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 221,923 shares
    Change vs previous 13F +7,568 shares

    1.09% of the 13F portfolio, value $82,781,729.

    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 214,355 shares
    Change vs previous 13F +286 shares

    1.16% of the 13F portfolio, value $79,347,737.

    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 214,069 shares
    Change vs previous 13F +3,369 shares

    1.58% of the 13F portfolio, value $103,528,130.

    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 210,700 shares
    Change vs previous 13F -230 shares

    1.8% of the 13F portfolio, value $109,132,091.

    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 210,930 shares
    Change vs previous 13F +8,120 shares

    1.88% of the 13F portfolio, value $104,918,572.

    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 202,810 shares
    Change vs previous 13F +9,159 shares

    1.49% of the 13F portfolio, value $76,132,825.

    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 193,651 shares
    Change vs previous 13F -1,358 shares

    1.66% of the 13F portfolio, value $81,623,976.

    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 195,009 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $83,912,204.

    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).