Capital Investment Advisory Services, LLCCoreConcentrated trader

CIK: 0001659203 | RALEIGH, NC

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	1336	$1.6B	2026-10-30	SEC ↗
Q2 2026	13F-HR	1301	$1.6B	2026-07-23	SEC ↗
Q1 2026	13F-HR	1206	$1.4B	2026-05-05	SEC ↗
Q4 2025	13F-HR	1164	$1.4B	2026-01-21	SEC ↗
Q3 2025	13F-HR	1084	$1.3B	2025-11-05	SEC ↗
Q2 2025	13F-HR	1054	$1.2B	2025-08-08	SEC ↗
Q1 2025	13F-HR	1000	$1.1B	2025-04-29	SEC ↗
Q4 2024	13F-HR	933	$1.0B	2025-01-23	SEC ↗
Q3 2024	13F-HR	981	$1.1B	2024-10-30	SEC ↗
Q2 2024	13F-HR	966	$969.3M	2024-08-14	SEC ↗
Q1 2024	13F-HR	952	$933.7M	2024-04-25	SEC ↗
Q4 2023	13F-HR	978	$1.1B	2024-02-01	SEC ↗
Q3 2023	13F-HR	945	$1.0B	2023-11-02	SEC ↗
Q2 2023	13F-HR	875	$1.0B	2023-07-28	SEC ↗
Q1 2023	13F-HR	873	$846.9M	2023-04-21	SEC ↗
Q4 2022	13F-HR	802	$842.7M	2023-02-03	SEC ↗
Q3 2022	13F-HR	812	$38.1M	2022-10-26	SEC ↗
Q2 2022	13F-HR	826	$29.7M	2022-07-22	SEC ↗
Q1 2022	13F-HR	837	$21.4M	2022-05-03	SEC ↗
Q4 2021	13F-HR	812	$19.1M	2022-02-01	SEC ↗
Q3 2021	13F-HR	758	$17.2M	2021-10-28	SEC ↗
Q2 2021	13F-HR	779	$19.0M	2021-07-27	SEC ↗
Q1 2021	13F-HR	727	$17.9M	2021-05-05	SEC ↗
Q4 2020	13F-HR	705	$18.8M	2021-01-25	SEC ↗
Q3 2020	13F-HR	630	$12.3M	2020-10-19	SEC ↗
Q2 2020	13F-HR	578	$11.6M	2020-08-05	SEC ↗
Q1 2020	13F-HR	567	$8.6M	2020-04-28	SEC ↗
Q4 2019	13F-HR	553	$7.6M	2020-02-04	SEC ↗
Q3 2019	13F-HR	1425	$7.2M	2019-10-17	SEC ↗
Q2 2019	13F-HR	1440	$878.4K	2019-08-08	SEC ↗
Q1 2019	13F-HR	1258	$4.6M	2019-04-23	SEC ↗
Q4 2018	13F-HR	1255	$4.3M	2019-02-04	SEC ↗
Q3 2018	13F-HR	222	$4.0M	2018-10-30	SEC ↗
Q2 2018Amended	13F-HR/A	162	$2.2M	2018-08-01	SEC ↗
Q1 2018Amended	13F-HR/A	162	$2.4M	2018-04-30	SEC ↗
Q4 2017	13F-HR	189	$2.9M	2018-01-31	SEC ↗
Q3 2017	13F-HR	176	$2.6M	2017-10-31	SEC ↗
Q2 2017	13F-HR	167	$3.0M	2017-07-31	SEC ↗
Q1 2017	13F-HR	146	$3.2M	2017-05-02	SEC ↗
Q4 2016	13F-HR	128	$3.4M	2017-02-06	SEC ↗