Skip to content
Disclosery

Capital Investment Advisory Services, LLC: WFC position timeline

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

Capital Investment Advisory Services, LLC held 31,650 WFC 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 31,650 shares
    Change vs previous 13F +14,423 shares

    0.16% of the 13F portfolio, value $2,615,568.

    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 17,227 shares
    Change vs previous 13F +84 shares

    0.1% of the 13F portfolio, value $1,371,453.

    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 17,143 shares
    Change vs previous 13F +697 shares

    0.11% of the 13F portfolio, value $1,597,742.

    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 16,446 shares
    Change vs previous 13F +152 shares

    0.11% of the 13F portfolio, value $1,378,516.

    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 16,294 shares
    Change vs previous 13F +1,272 shares

    0.11% of the 13F portfolio, value $1,305,487.

    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 15,022 shares
    Change vs previous 13F -28 shares

    0.1% of the 13F portfolio, value $1,078,440.

    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 15,050 shares
    Change vs previous 13F -1,792 shares

    0.1% of the 13F portfolio, value $1,057,123.

    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 16,842 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $951,413.

    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).