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Capital Investment Advisory Services, LLC: UCON position timeline

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

Capital Investment Advisory Services, LLC held 756,295 UCON 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 756,295 shares
    Change vs previous 13F -57,303 shares

    1.16% of the 13F portfolio, value $18,816,608.

    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 813,598 shares
    Change vs previous 13F +58,375 shares

    1.47% of the 13F portfolio, value $20,152,833.

    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 755,223 shares
    Change vs previous 13F +31,578 shares

    1.34% of the 13F portfolio, value $19,008,972.

    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 723,645 shares
    Change vs previous 13F +52,847 shares

    1.45% of the 13F portfolio, value $18,227,462.

    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 670,798 shares
    Change vs previous 13F +6,163 shares

    1.37% of the 13F portfolio, value $16,696,162.

    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 664,635 shares
    Change vs previous 13F +16,679 shares

    1.47% of the 13F portfolio, value $16,449,715.

    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 647,956 shares
    Change vs previous 13F +130 shares

    1.54% of the 13F portfolio, value $15,972,112.

    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 647,826 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $16,279,861.

    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).