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Capital Investment Advisors, LLC: XAWFX position timeline

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

Capital Investment Advisors, LLC held 98,780 XAWFX 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 98,780 shares
    Change vs previous 13F -3,998 shares

    0.01% of the 13F portfolio, value $1,017,432.

    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 102,778 shares
    Change vs previous 13F -8,413 shares

    0.02% of the 13F portfolio, value $1,045,247.

    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 111,191 shares
    Change vs previous 13F -13,556 shares

    0.02% of the 13F portfolio, value $1,188,636.

    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 124,747 shares
    Change vs previous 13F -979 shares

    0.02% of the 13F portfolio, value $1,398,410.

    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 125,726 shares
    Change vs previous 13F -3,485 shares

    0.02% of the 13F portfolio, value $1,386,760.

    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 129,211 shares
    Change vs previous 13F -11,160 shares

    0.03% of the 13F portfolio, value $1,386,430.

    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 140,371 shares
    Change vs previous 13F -1,225 shares

    0.03% of the 13F portfolio, value $1,506,179.

    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 141,596 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,605,703.

    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).