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Capital Investment Advisory Services, LLC: BALT position timeline

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

Capital Investment Advisory Services, LLC held 180,271 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,271 shares
    Change vs previous 13F +11,043 shares

    0.38% of the 13F portfolio, value $6,177,887.

    13F-HR 0001398344-26-012544 filed by Capital Investment Advisory Services, 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 169,228 shares
    Change vs previous 13F -3,960 shares

    0.41% of the 13F portfolio, value $5,663,215.

    13F-HR 0001398344-26-008261 filed by Capital Investment Advisory Services, 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 173,188 shares
    Change vs previous 13F +7,910 shares

    0.41% of the 13F portfolio, value $5,803,530.

    13F-HR 0001398344-26-000986 filed by Capital Investment Advisory Services, 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 165,278 shares
    Change vs previous 13F +18,864 shares

    0.43% of the 13F portfolio, value $5,424,424.

    13F-HR 0001398344-25-020350 filed by Capital Investment Advisory Services, 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 146,414 shares
    Change vs previous 13F +37,137 shares

    0.38% of the 13F portfolio, value $4,696,961.

    13F-HR 0001398344-25-014775 filed by Capital Investment Advisory Services, 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 109,277 shares
    Change vs previous 13F +56,521 shares

    0.31% of the 13F portfolio, value $3,429,112.

    13F-HR 0001398344-25-007997 filed by Capital Investment Advisory Services, 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 52,756 shares
    Change vs previous 13F +17,778 shares

    0.16% of the 13F portfolio, value $1,657,594.

    13F-HR 0001398344-25-000974 filed by Capital Investment Advisory Services, 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 34,978 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,078,372.

    13F-HR 0001398344-24-019637 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).