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Disclosery

Capital Investment Management, Inc.: BIV position timeline

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

Capital Investment Management, Inc. held 49,171 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,171 shares
    Change vs previous 13F +194 shares

    1.16% of the 13F portfolio, value $3,771,489.

    13F-HR 0002085853-26-000744 filed by Capital Investment Management, Inc.
    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 48,977 shares
    Change vs previous 13F +2,996 shares

    1.3% of the 13F portfolio, value $3,780,109.

    13F-HR 0002085853-26-000461 filed by Capital Investment Management, Inc.
    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 45,981 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,581,045.

    13F-HR 0002085853-26-000331 filed by Capital Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).