Advertisement
Screener

Capital Investment Management, Inc. Historic Quarter Change: Foreign Funds, Added

Capital Investment Management, Inc. historic quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (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 0.

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 NameCountry13F ValueHoldings
Wilkerson Advisory Group LLCUnited States$0.291B617
Denver PWM, LLCUnited States$0.291B87
Canopy Partners, LLCUnited States$0.291B245
Members Advisory Group LLCUnited States$0.292B36
Bishop & Co Investment Management, LLCUnited States$0.292B26
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.Brazil$0.292B7
WARNER FINANCIAL, INCUnited States$0.292B135
DENVER WEALTH MANAGEMENT, INC.United States$0.291B100
LCC Family Corp.Canada$0.292B1
Evelyn Partners Investment Management (Europe) LtdIreland$0.291B187