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Capital Investment Advisors, LLC: TQQQ position timeline

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

Capital Investment Advisors, LLC held 65,778 TQQQ 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 65,778 shares
    Change vs previous 13F -2,168 shares

    0.07% of the 13F portfolio, value $5,328,024.

    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 67,946 shares
    Change vs previous 13F -7,554 shares

    0.04% of the 13F portfolio, value $2,831,975.

    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 75,500 shares
    Change vs previous 13F +37,086 shares

    0.06% of the 13F portfolio, value $3,980,378.

    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 38,414 shares
    Change vs previous 13F -2,683 shares

    0.07% of the 13F portfolio, value $3,971,976.

    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 41,097 shares
    Change vs previous 13F -203 shares

    0.06% of the 13F portfolio, value $3,411,051.

    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 41,300 shares
    Change vs previous 13F -2,748 shares

    0.05% of the 13F portfolio, value $2,366,490.

    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 44,048 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $3,485,518.

    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 44,082 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,195,504.

    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).