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Capital Investment Advisory Services, LLC: UWM position timeline

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

Capital Investment Advisory Services, LLC held 37,577 UWM 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 37,577 shares
    Change vs previous 13F +1,379 shares

    0.16% of the 13F portfolio, value $2,526,302.

    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 36,198 shares
    Change vs previous 13F -1,758 shares

    0.12% of the 13F portfolio, value $1,689,361.

    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 37,956 shares
    Change vs previous 13F -144 shares

    0.13% of the 13F portfolio, value $1,784,691.

    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 38,100 shares
    Change vs previous 13F +33,800 shares

    0.14% of the 13F portfolio, value $1,766,316.

    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 4,300 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $161,981.

    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 4,300 shares
    Change vs previous 13F +700 shares

    0.01% of the 13F portfolio, value $143,792.

    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 3,600 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $150,660.

    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 3,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $154,548.

    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).