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Capital Investment Advisors, LLC: XLC position timeline

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

Capital Investment Advisors, LLC held 730,009 XLC 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 730,009 shares
    Change vs previous 13F +29,214 shares

    1.03% of the 13F portfolio, value $78,205,878.

    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 700,795 shares
    Change vs previous 13F +96,239 shares

    1.14% of the 13F portfolio, value $77,690,160.

    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 604,556 shares
    Change vs previous 13F +16,751 shares

    1.08% of the 13F portfolio, value $71,168,274.

    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 587,805 shares
    Change vs previous 13F +23,255 shares

    1.15% of the 13F portfolio, value $69,578,466.

    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 564,550 shares
    Change vs previous 13F +549,642 shares

    1.1% of the 13F portfolio, value $61,270,628.

    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 14,908 shares
    Change vs previous 13F -462 shares

    0.03% of the 13F portfolio, value $1,437,864.

    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 15,370 shares
    Change vs previous 13F +959 shares

    0.03% of the 13F portfolio, value $1,488,018.

    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 14,411 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,302,798.

    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).