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Capital Investment Advisors, LLC: PEP position timeline

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

Capital Investment Advisors, LLC held 49,465 PEP 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 49,465 shares
    Change vs previous 13F +1,051 shares

    0.09% of the 13F portfolio, value $6,697,520.

    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 48,414 shares
    Change vs previous 13F +2,074 shares

    0.11% of the 13F portfolio, value $7,518,213.

    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 46,340 shares
    Change vs previous 13F +1,452 shares

    0.1% of the 13F portfolio, value $6,650,698.

    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 44,888 shares
    Change vs previous 13F +3,901 shares

    0.1% of the 13F portfolio, value $6,304,068.

    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 40,987 shares
    Change vs previous 13F +330 shares

    0.1% of the 13F portfolio, value $5,411,895.

    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 40,657 shares
    Change vs previous 13F +730 shares

    0.12% of the 13F portfolio, value $6,096,165.

    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 39,927 shares
    Change vs previous 13F +743 shares

    0.12% of the 13F portfolio, value $6,071,252.

    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 39,184 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,663,245.

    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).