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Capital Investment Advisors, LLC: PMO position timeline

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

Capital Investment Advisors, LLC held 73,454 PMO 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 73,454 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $774,209.

    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 73,904 shares
    Change vs previous 13F -4,774 shares

    0.01% of the 13F portfolio, value $761,215.

    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 78,678 shares
    Change vs previous 13F -11,515 shares

    0.01% of the 13F portfolio, value $841,858.

    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 90,193 shares
    Change vs previous 13F -812 shares

    0.02% of the 13F portfolio, value $931,697.

    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 91,005 shares
    Change vs previous 13F -4,175 shares

    0.02% of the 13F portfolio, value $900,043.

    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 95,180 shares
    Change vs previous 13F -305 shares

    0.02% of the 13F portfolio, value $969,887.

    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 95,485 shares
    Change vs previous 13F -9,454 shares

    0.02% of the 13F portfolio, value $967,266.

    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 104,939 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,143,838.

    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).