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Capital Investment Advisors, LLC: SDY position timeline

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

Capital Investment Advisors, LLC held 491,556 SDY 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 491,556 shares
    Change vs previous 13F -3,487 shares

    0.99% of the 13F portfolio, value $74,805,050.

    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 495,043 shares
    Change vs previous 13F -7,525 shares

    1.06% of the 13F portfolio, value $72,246,503.

    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 502,568 shares
    Change vs previous 13F -7,752 shares

    1.07% of the 13F portfolio, value $69,937,423.

    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 510,320 shares
    Change vs previous 13F -4,249 shares

    1.18% of the 13F portfolio, value $71,470,331.

    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 514,569 shares
    Change vs previous 13F -6,325 shares

    1.25% of the 13F portfolio, value $69,842,441.

    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 520,894 shares
    Change vs previous 13F -8,349 shares

    1.38% of the 13F portfolio, value $70,674,855.

    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 529,243 shares
    Change vs previous 13F -10,738 shares

    1.42% of the 13F portfolio, value $69,912,995.

    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 539,981 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $76,698,859.

    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).