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Capital Investment Advisors, LLC: XLU position timeline

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

Capital Investment Advisors, LLC held 199,402 XLU 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 199,402 shares
    Change vs previous 13F -2,018 shares

    0.12% of the 13F portfolio, value $9,040,885.

    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 201,420 shares
    Change vs previous 13F -148,094 shares

    0.14% of the 13F portfolio, value $9,243,164.

    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 349,514 shares
    Change vs previous 13F +248,621 shares

    0.23% of the 13F portfolio, value $14,920,765.

    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 100,893 shares
    Change vs previous 13F -424 shares

    0.14% of the 13F portfolio, value $8,798,867.

    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 101,317 shares
    Change vs previous 13F -2,633 shares

    0.15% of the 13F portfolio, value $8,273,536.

    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 103,950 shares
    Change vs previous 13F +1,763 shares

    0.16% of the 13F portfolio, value $8,196,447.

    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 102,187 shares
    Change vs previous 13F -455 shares

    0.16% of the 13F portfolio, value $7,734,565.

    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 102,642 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,291,446.

    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).