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Capital Investment Advisors, LLC: VWO position timeline

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

Capital Investment Advisors, LLC held 380,198 VWO 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 380,198 shares
    Change vs previous 13F -5,834 shares

    0.3% of the 13F portfolio, value $22,694,033.

    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 386,032 shares
    Change vs previous 13F -15,307 shares

    0.31% of the 13F portfolio, value $20,865,035.

    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 401,339 shares
    Change vs previous 13F +236,274 shares

    0.33% of the 13F portfolio, value $21,575,998.

    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 165,065 shares
    Change vs previous 13F -926 shares

    0.15% of the 13F portfolio, value $8,943,198.

    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 165,991 shares
    Change vs previous 13F -11,739 shares

    0.15% of the 13F portfolio, value $8,209,904.

    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 177,730 shares
    Change vs previous 13F -13,877 shares

    0.16% of the 13F portfolio, value $8,044,044.

    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 191,607 shares
    Change vs previous 13F +1,277 shares

    0.17% of the 13F portfolio, value $8,438,366.

    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 190,330 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,107,288.

    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).