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Capital Investment Advisory Services, LLC: USMC position timeline

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

Capital Investment Advisory Services, LLC held 53,134 USMC 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 53,134 shares
    Change vs previous 13F +319 shares

    0.24% of the 13F portfolio, value $3,938,648.

    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 52,815 shares
    Change vs previous 13F -219 shares

    0.25% of the 13F portfolio, value $3,396,644.

    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 53,034 shares
    Change vs previous 13F +2,609 shares

    0.26% of the 13F portfolio, value $3,630,177.

    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 50,425 shares
    Change vs previous 13F +24,452 shares

    0.27% of the 13F portfolio, value $3,437,629.

    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 25,973 shares
    Change vs previous 13F +2,278 shares

    0.13% of the 13F portfolio, value $1,624,871.

    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 23,695 shares
    Change vs previous 13F +17,443 shares

    0.12% of the 13F portfolio, value $1,345,402.

    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 6,252 shares
    Change vs previous 13F +2,801 shares

    0.04% of the 13F portfolio, value $375,308.

    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 3,451 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $196,672.

    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).