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Capital Investment Advisors, LLC: XLY position timeline

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

Capital Investment Advisors, LLC held 87,045 XLY 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 87,045 shares
    Change vs previous 13F -2,418 shares

    0.13% of the 13F portfolio, value $10,208,619.

    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 89,463 shares
    Change vs previous 13F -1,365 shares

    0.14% of the 13F portfolio, value $9,749,730.

    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 90,828 shares
    Change vs previous 13F +43,290 shares

    0.17% of the 13F portfolio, value $10,845,803.

    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 47,538 shares
    Change vs previous 13F -262,653 shares

    0.19% of the 13F portfolio, value $11,392,103.

    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 310,191 shares
    Change vs previous 13F +265,026 shares

    1.21% of the 13F portfolio, value $67,413,831.

    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 45,165 shares
    Change vs previous 13F -219,112 shares

    0.17% of the 13F portfolio, value $8,918,365.

    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 264,277 shares
    Change vs previous 13F +9,035 shares

    1.21% of the 13F portfolio, value $59,290,567.

    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 255,242 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $51,142,798.

    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).