Capital Investment Advisory Services, LLC quarter change: USA SPAC Units, Added
In units (a share and a warrant or right, mostly SPACs) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Capital Investment Advisory Services, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1659203): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hardy Reed LLC | United States | $1.371B | 243 |
| NAPLES GLOBAL ADVISORS, LLC | United States | $1.371B | 441 |
| Hill Path Capital LP | United States | $1.370B | 7 |
| RWWM, Inc. | United States | $1.370B | 34 |
| Ethos Financial Group, LLC | United States | $1.369B | 540 |
| Ionic Capital Management LLC | United States | $1.368B | 165 |
| MHR FUND MANAGEMENT LLC | United States | $1.368B | 10 |
| SILVER OAK SECURITIES, INCORPORATED | United States | $1.368B | 781 |
| AVITY INVESTMENT MANAGEMENT INC. | United States | $1.375B | 114 |
| SMITH, MOORE & CO. | United States | $1.375B | 558 |