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Capital Investment Advisors, LLC: URTH position timeline

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

Capital Investment Advisors, LLC held 8,878 URTH 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 8,878 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $1,799,103.

    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 8,927 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,607,006.

    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 8,927 shares
    Change vs previous 13F -842 shares

    0.03% of the 13F portfolio, value $1,658,335.

    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 9,769 shares
    Change vs previous 13F -304 shares

    0.03% of the 13F portfolio, value $1,773,660.

    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 10,073 shares
    Change vs previous 13F -1,262 shares

    0.03% of the 13F portfolio, value $1,706,165.

    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 11,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,736,295.

    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).