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Capital Investment Advisory Services, LLC: JEPQ position timeline

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

Capital Investment Advisory Services, LLC held 80,303 JEPQ 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 80,303 shares
    Change vs previous 13F +4,881 shares

    0.3% of the 13F portfolio, value $4,935,394.

    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 75,422 shares
    Change vs previous 13F +2,071 shares

    0.31% of the 13F portfolio, value $4,187,434.

    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 73,351 shares
    Change vs previous 13F +114 shares

    0.3% of the 13F portfolio, value $4,263,160.

    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 73,237 shares
    Change vs previous 13F -5,249 shares

    0.33% of the 13F portfolio, value $4,212,592.

    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 78,486 shares
    Change vs previous 13F +7,910 shares

    0.35% of the 13F portfolio, value $4,269,631.

    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 70,576 shares
    Change vs previous 13F +21,527 shares

    0.33% of the 13F portfolio, value $3,654,424.

    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 49,049 shares
    Change vs previous 13F +11,215 shares

    0.27% of the 13F portfolio, value $2,765,388.

    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 37,834 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,078,222.

    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).