Capital Investment Management, Inc.: IVW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Management, Inc. on IVW, newest first. How the timeline and the estimate are built.
Capital Investment Management, Inc. held 35,664 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 35,664 sharesChange vs previous 13F +306 shares
1.5% of the 13F portfolio, value $4,904,732.
13F-HR 0002085853-26-000744 filed by Capital Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,358 sharesChange vs previous 13F +434 shares
1.37% of the 13F portfolio, value $3,999,235.
13F-HR 0002085853-26-000461 filed by Capital Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 34,924 sharesChange vs previous 13F not available
1.51% of the 13F portfolio, value $4,304,610.
13F-HR 0002085853-26-000331 filed by Capital Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).