Skip to content
Disclosery

Capital Investment Advisors, LLC: UNH position timeline

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

Capital Investment Advisors, LLC held 19,054 UNH 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 19,054 shares
    Change vs previous 13F +333 shares

    0.1% of the 13F portfolio, value $7,919,321.

    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 18,721 shares
    Change vs previous 13F -767 shares

    0.07% of the 13F portfolio, value $5,065,684.

    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 19,488 shares
    Change vs previous 13F -440 shares

    0.1% of the 13F portfolio, value $6,433,255.

    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 19,928 shares
    Change vs previous 13F -472 shares

    0.11% of the 13F portfolio, value $6,881,225.

    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 20,400 shares
    Change vs previous 13F -2,819 shares

    0.11% of the 13F portfolio, value $6,364,305.

    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 23,219 shares
    Change vs previous 13F -2,077 shares

    0.24% of the 13F portfolio, value $12,160,861.

    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 25,296 shares
    Change vs previous 13F +2,582 shares

    0.26% of the 13F portfolio, value $12,796,235.

    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 22,714 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $13,280,376.

    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).