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Capital Investment Advisors, LLC: XLV position timeline

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

Capital Investment Advisors, LLC held 335,320 XLV 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 335,320 shares
    Change vs previous 13F -10,439 shares

    0.7% of the 13F portfolio, value $53,201,906.

    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 345,759 shares
    Change vs previous 13F -409,531 shares

    0.74% of the 13F portfolio, value $50,691,792.

    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 755,290 shares
    Change vs previous 13F +68,909 shares

    1.78% of the 13F portfolio, value $116,918,841.

    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 686,381 shares
    Change vs previous 13F +39,167 shares

    1.57% of the 13F portfolio, value $95,523,648.

    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 647,214 shares
    Change vs previous 13F +32,778 shares

    1.56% of the 13F portfolio, value $87,238,037.

    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 614,436 shares
    Change vs previous 13F +53,168 shares

    1.76% of the 13F portfolio, value $89,713,767.

    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 561,268 shares
    Change vs previous 13F +13,089 shares

    1.57% of the 13F portfolio, value $77,213,683.

    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 548,179 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $84,430,490.

    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).