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Capital Investment Advisory Services, LLC: ESGU position timeline

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

Capital Investment Advisory Services, LLC held 254 ESGU 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 254 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $41,572.

    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 620 shares
    Change vs previous 13F -15,269 shares

    0.01% of the 13F portfolio, value $87,680.

    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 15,889 shares
    Change vs previous 13F -750 shares

    0.17% of the 13F portfolio, value $2,367,143.

    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 16,639 shares
    Change vs previous 13F -1,100 shares

    0.19% of the 13F portfolio, value $2,422,638.

    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 17,739 shares
    Change vs previous 13F -140 shares

    0.2% of the 13F portfolio, value $2,400,087.

    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 17,879 shares
    Change vs previous 13F -170 shares

    0.19% of the 13F portfolio, value $2,179,629.

    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 18,049 shares
    Change vs previous 13F -2,560 shares

    0.22% of the 13F portfolio, value $2,325,072.

    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 20,609 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,600,444.

    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).