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Capital Investment Advisory Services, LLC: HELO position timeline

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

Capital Investment Advisory Services, LLC held 81,209 HELO 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 81,209 shares
    Change vs previous 13F +12,199 shares

    0.34% of the 13F portfolio, value $5,488,104.

    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 69,010 shares
    Change vs previous 13F +24,642 shares

    0.32% of the 13F portfolio, value $4,410,429.

    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 44,368 shares
    Change vs previous 13F +23,032 shares

    0.21% of the 13F portfolio, value $2,947,366.

    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 21,336 shares
    Change vs previous 13F +17,446 shares

    0.11% of the 13F portfolio, value $1,386,840.

    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 3,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $243,436.

    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).