Skip to content
Disclosery

Capital Investment Advisory Services, LLC: UPS position timeline

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

Capital Investment Advisory Services, LLC held 43,253 UPS 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 43,253 shares
    Change vs previous 13F +623 shares

    0.29% of the 13F portfolio, value $4,649,656.

    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 42,630 shares
    Change vs previous 13F +321 shares

    0.31% of the 13F portfolio, value $4,193,962.

    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 42,309 shares
    Change vs previous 13F +3,091 shares

    0.3% of the 13F portfolio, value $4,196,668.

    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 39,218 shares
    Change vs previous 13F -6,398 shares

    0.26% of the 13F portfolio, value $3,275,861.

    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 45,616 shares
    Change vs previous 13F +11,920 shares

    0.38% of the 13F portfolio, value $4,604,516.

    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 33,696 shares
    Change vs previous 13F +13,691 shares

    0.33% of the 13F portfolio, value $3,706,205.

    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 20,005 shares
    Change vs previous 13F +6,603 shares

    0.24% of the 13F portfolio, value $2,522,645.

    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 13,402 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,827,247.

    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).