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Capital Investment Advisory Services, LLC: IWM position timeline

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

Capital Investment Advisory Services, LLC held 12,529 IWM 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 12,529 shares
    Change vs previous 13F -23,388 shares

    0.23% of the 13F portfolio, value $3,764,295.

    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 35,917 shares
    Change vs previous 13F -1,234 shares

    0.65% of the 13F portfolio, value $8,907,516.

    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 37,151 shares
    Change vs previous 13F +8,350 shares

    0.65% of the 13F portfolio, value $9,145,204.

    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 28,801 shares
    Change vs previous 13F -2,851 shares

    0.55% of the 13F portfolio, value $6,968,656.

    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 31,652 shares
    Change vs previous 13F -1,851 shares

    0.56% of the 13F portfolio, value $6,830,150.

    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 33,503 shares
    Change vs previous 13F +22,357 shares

    0.6% of the 13F portfolio, value $6,683,486.

    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 11,146 shares
    Change vs previous 13F -304 shares

    0.24% of the 13F portfolio, value $2,462,790.

    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 11,450 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,529,089.

    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).