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Capital Investment Advisory Services, LLC: IVW position timeline

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

Capital Investment Advisory Services, LLC held 4,720 IVW 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 4,720 shares
    Change vs previous 13F +732 shares

    0.04% of the 13F portfolio, value $649,096.

    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 3,988 shares
    Change vs previous 13F -58,167 shares

    0.03% of the 13F portfolio, value $451,087.

    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 62,155 shares
    Change vs previous 13F -741 shares

    0.54% of the 13F portfolio, value $7,661,279.

    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 62,896 shares
    Change vs previous 13F +63 shares

    0.6% of the 13F portfolio, value $7,592,769.

    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 62,833 shares
    Change vs previous 13F +2,476 shares

    0.57% of the 13F portfolio, value $6,917,904.

    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 60,357 shares
    Change vs previous 13F +2,634 shares

    0.5% of the 13F portfolio, value $5,602,954.

    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 57,723 shares
    Change vs previous 13F +58 shares

    0.56% of the 13F portfolio, value $5,860,641.

    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 57,665 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,521,443.

    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).