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Capital Investment Advisors, LLC: SGOV position timeline

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

Capital Investment Advisors, LLC held 294,671 SGOV 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 294,671 shares
    Change vs previous 13F +34,975 shares

    0.39% of the 13F portfolio, value $29,664,570.

    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 259,696 shares
    Change vs previous 13F +55,764 shares

    0.38% of the 13F portfolio, value $26,141,021.

    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 203,932 shares
    Change vs previous 13F +31,066 shares

    0.31% of the 13F portfolio, value $20,470,738.

    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 172,866 shares
    Change vs previous 13F +73,507 shares

    0.29% of the 13F portfolio, value $17,407,608.

    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 99,359 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $10,004,488.

    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).