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Capital Investment Advisors, LLC: XLF position timeline

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

Capital Investment Advisors, LLC held 1,114,704 XLF 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 1,114,704 shares
    Change vs previous 13F -21,210 shares

    0.79% of the 13F portfolio, value $59,759,273.

    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 1,135,914 shares
    Change vs previous 13F -643 shares

    0.82% of the 13F portfolio, value $56,080,073.

    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 1,136,557 shares
    Change vs previous 13F -946,287 shares

    0.95% of the 13F portfolio, value $62,249,225.

    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 2,082,844 shares
    Change vs previous 13F +1,081,025 shares

    1.85% of the 13F portfolio, value $112,202,831.

    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 1,001,819 shares
    Change vs previous 13F -1,059,660 shares

    0.94% of the 13F portfolio, value $52,465,242.

    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 2,061,479 shares
    Change vs previous 13F +33,943 shares

    2.01% of the 13F portfolio, value $102,682,262.

    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 2,027,536 shares
    Change vs previous 13F +31,156 shares

    2% of the 13F portfolio, value $97,990,825.

    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 1,996,380 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $90,475,931.

    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).