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Capital Investment Advisory Services, LLC: MTUM position timeline

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

Capital Investment Advisory Services, LLC held 10,818 MTUM 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 10,818 shares
    Change vs previous 13F +92 shares

    0.23% of the 13F portfolio, value $3,708,690.

    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 10,726 shares
    Change vs previous 13F -116 shares

    0.19% of the 13F portfolio, value $2,574,049.

    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 10,842 shares
    Change vs previous 13F -40 shares

    0.19% of the 13F portfolio, value $2,713,977.

    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 10,882 shares
    Change vs previous 13F -67 shares

    0.22% of the 13F portfolio, value $2,790,740.

    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 10,949 shares
    Change vs previous 13F +129 shares

    0.22% of the 13F portfolio, value $2,631,196.

    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 10,820 shares
    Change vs previous 13F +447 shares

    0.2% of the 13F portfolio, value $2,187,107.

    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 10,373 shares
    Change vs previous 13F +103 shares

    0.21% of the 13F portfolio, value $2,146,338.

    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 10,270 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,082,358.

    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).