Capital Investment Management, Inc. historic quarter change: Foreign ADRs, Added
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Capital Investment Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 1.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2124549), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Wilkerson Advisory Group LLC | United States | $0.291B | 617 |
| Denver PWM, LLC | United States | $0.291B | 87 |
| Canopy Partners, LLC | United States | $0.291B | 245 |
| Members Advisory Group LLC | United States | $0.292B | 36 |
| Bishop & Co Investment Management, LLC | United States | $0.292B | 26 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | Brazil | $0.292B | 7 |
| WARNER FINANCIAL, INC | United States | $0.292B | 135 |
| DENVER WEALTH MANAGEMENT, INC. | United States | $0.291B | 100 |
| LCC Family Corp. | Canada | $0.292B | 1 |
| Evelyn Partners Investment Management (Europe) Ltd | Ireland | $0.291B | 187 |