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Capital Investment Advisors, LLC: XLK position timeline

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

Capital Investment Advisors, LLC held 988,787 XLK 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 988,787 shares
    Change vs previous 13F +12,708 shares

    2.48% of the 13F portfolio, value $188,383,612.

    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 976,079 shares
    Change vs previous 13F +433,174 shares

    1.9% of the 13F portfolio, value $129,720,869.

    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 542,905 shares
    Change vs previous 13F +270,520 shares

    1.19% of the 13F portfolio, value $78,162,104.

    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 272,385 shares
    Change vs previous 13F +2,111 shares

    1.27% of the 13F portfolio, value $76,774,535.

    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 270,274 shares
    Change vs previous 13F +1,366 shares

    1.23% of the 13F portfolio, value $68,441,509.

    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 268,908 shares
    Change vs previous 13F -2,950 shares

    1.09% of the 13F portfolio, value $55,524,076.

    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 271,858 shares
    Change vs previous 13F +1,953 shares

    1.29% of the 13F portfolio, value $63,212,390.

    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 269,905 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $60,933,741.

    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).