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Capital Investment Advisors, LLC: XMVFX position timeline

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

Capital Investment Advisors, LLC held 0 XMVFX shares at 2026-03-31 per its 13F-HR/A filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -288,970 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 288,970 shares
    Change vs previous 13F -24,915 shares

    0.03% of the 13F portfolio, value $2,002,564.

    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).

  3. period ended2025-09-30
    13F 313,885 shares
    Change vs previous 13F -16,027 shares

    0.04% of the 13F portfolio, value $2,153,251.

    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).

  4. period ended2025-06-30
    13F/A 329,912 shares
    Change vs previous 13F -23,572 shares

    0.04% of the 13F portfolio, value $2,170,820.

    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).

  5. period ended2025-03-31
    13F 353,484 shares
    Change vs previous 13F +585 shares

    0.05% of the 13F portfolio, value $2,477,920.

    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).

  6. period ended2024-12-31
    13F 352,899 shares
    Change vs previous 13F +12,674 shares

    0.05% of the 13F portfolio, value $2,484,408.

    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).

  7. period ended2024-09-30
    13F 340,225 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,585,714.

    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).