Skip to content
Disclosery

Capital Investment Advisors, LLC: UPS position timeline

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

Capital Investment Advisors, LLC held 121,596 UPS 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 121,596 shares
    Change vs previous 13F -6,007 shares

    0.17% of the 13F portfolio, value $13,071,554.

    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 127,603 shares
    Change vs previous 13F -2,319 shares

    0.18% of the 13F portfolio, value $12,553,621.

    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 129,922 shares
    Change vs previous 13F -10,483 shares

    0.2% of the 13F portfolio, value $12,887,007.

    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 140,405 shares
    Change vs previous 13F -15,762 shares

    0.19% of the 13F portfolio, value $11,728,027.

    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 156,167 shares
    Change vs previous 13F -7,574 shares

    0.28% of the 13F portfolio, value $15,763,546.

    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 163,741 shares
    Change vs previous 13F -26,954 shares

    0.35% of the 13F portfolio, value $18,009,872.

    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 190,695 shares
    Change vs previous 13F -12,926 shares

    0.49% of the 13F portfolio, value $24,048,641.

    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 203,621 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $27,763,327.

    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).