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Capital Investment Advisory Services, LLC: JEPI position timeline

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

Capital Investment Advisory Services, LLC held 358,114 JEPI 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 358,114 shares
    Change vs previous 13F +63,691 shares

    1.25% of the 13F portfolio, value $20,226,305.

    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 294,423 shares
    Change vs previous 13F +68,707 shares

    1.22% of the 13F portfolio, value $16,687,914.

    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 225,716 shares
    Change vs previous 13F +55,610 shares

    0.91% of the 13F portfolio, value $12,919,989.

    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 170,106 shares
    Change vs previous 13F +15,416 shares

    0.77% of the 13F portfolio, value $9,713,038.

    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 154,690 shares
    Change vs previous 13F +32,249 shares

    0.72% of the 13F portfolio, value $8,794,128.

    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 122,441 shares
    Change vs previous 13F +26,518 shares

    0.63% of the 13F portfolio, value $6,996,293.

    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 95,923 shares
    Change vs previous 13F +13,359 shares

    0.53% of the 13F portfolio, value $5,518,468.

    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 82,564 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,913,390.

    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).