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Capital Investment Advisory Services, LLC: USFR position timeline

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

Capital Investment Advisory Services, LLC held 127,931 USFR 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 127,931 shares
    Change vs previous 13F -1,765 shares

    0.4% of the 13F portfolio, value $6,441,326.

    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 129,696 shares
    Change vs previous 13F +6,287 shares

    0.48% of the 13F portfolio, value $6,528,897.

    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 123,409 shares
    Change vs previous 13F +3,688 shares

    0.44% of the 13F portfolio, value $6,209,941.

    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 119,721 shares
    Change vs previous 13F +7,078 shares

    0.48% of the 13F portfolio, value $6,018,375.

    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 112,643 shares
    Change vs previous 13F +963 shares

    0.46% of the 13F portfolio, value $5,667,069.

    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 111,680 shares
    Change vs previous 13F +2,892 shares

    0.5% of the 13F portfolio, value $5,620,854.

    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 108,788 shares
    Change vs previous 13F -1,424 shares

    0.53% of the 13F portfolio, value $5,474,212.

    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 110,212 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,534,847.

    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).