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Capital Investment Advisors, LLC: SDVY position timeline

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

Capital Investment Advisors, LLC held 4,730,785 SDVY 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 4,730,785 shares
    Change vs previous 13F +155,699 shares

    2.69% of the 13F portfolio, value $204,086,057.

    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 4,575,086 shares
    Change vs previous 13F +199,463 shares

    2.64% of the 13F portfolio, value $180,395,621.

    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 4,375,623 shares
    Change vs previous 13F +204,797 shares

    2.56% of the 13F portfolio, value $167,673,867.

    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 4,170,826 shares
    Change vs previous 13F +198,680 shares

    2.61% of the 13F portfolio, value $158,572,728.

    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 3,972,146 shares
    Change vs previous 13F +240,655 shares

    2.51% of the 13F portfolio, value $140,137,313.

    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 3,731,491 shares
    Change vs previous 13F +221,441 shares

    2.45% of the 13F portfolio, value $125,004,962.

    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 3,510,050 shares
    Change vs previous 13F +267,372 shares

    2.56% of the 13F portfolio, value $125,835,308.

    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 3,242,678 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $117,968,612.

    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).