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Capital Investment Advisors, LLC: XLI position timeline

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

Capital Investment Advisors, LLC held 123,692 XLI 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 123,692 shares
    Change vs previous 13F -2,541 shares

    0.3% of the 13F portfolio, value $22,911,511.

    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 126,233 shares
    Change vs previous 13F -3,825 shares

    0.3% of the 13F portfolio, value $20,415,692.

    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 130,058 shares
    Change vs previous 13F +41,495 shares

    0.31% of the 13F portfolio, value $20,174,550.

    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 88,563 shares
    Change vs previous 13F -740 shares

    0.23% of the 13F portfolio, value $13,659,139.

    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 89,303 shares
    Change vs previous 13F -1,898 shares

    0.24% of the 13F portfolio, value $13,173,930.

    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 91,201 shares
    Change vs previous 13F -2,094 shares

    0.23% of the 13F portfolio, value $11,953,762.

    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 93,295 shares
    Change vs previous 13F -2,535 shares

    0.25% of the 13F portfolio, value $12,292,602.

    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 95,830 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,979,251.

    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).