Capital Investment Advisors, LLC: WPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisors, LLC on WPM, newest first. How the timeline and the estimate are built.
Capital Investment Advisors, LLC held 2,232 WPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,232 sharesChange vs previous 13F -280 shares
<0.01% of the 13F portfolio, value $250,683.
13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 2,512 sharesChange vs previous 13F +52 shares
<0.01% of the 13F portfolio, value $329,122.
13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,460 sharesChange vs previous 13F +93 shares
<0.01% of the 13F portfolio, value $289,123.
13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,367 sharesChange vs previous 13F +66 shares
<0.01% of the 13F portfolio, value $264,711.
13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 2,301 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $206,588.
13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).