Capital Investment Advisory Services, LLC LGVN LONGEVERON INC

Ownership history in Capital Investment Advisory Services, LLC  ·  9 quarters on record

AI Ownership Summary

Capital Investment Advisory Services, LLC reported LONGEVERON INC (LGVN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows LGVN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Investment Advisory Services, LLC's position in LONGEVERON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LGVN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Investment Advisory Services, LLC held LGVN — position size vs. price
% of Fund (quarterly)    LGVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 26,525 0% 0.00% $19K 2026-07-23 $0.61
2026 Q1 UNCHANGED 26,525 0% 0.00% $28K 2026-05-05 $0.86
2025 Q4 UNCHANGED 26,525 0% 0.00% $13K 2026-01-21 $0.53
2025 Q3 UNCHANGED 26,525 0% 0.00% $20K 2025-11-05 $0.76
2025 Q2 UNCHANGED 26,525 0% 0.00% $34K 2025-08-08 $0.68
2025 Q1 UNCHANGED 26,525 0% 0.00% $41K 2025-04-29 $1.60
2024 Q4 UNCHANGED 26,525 0% 0.00% $46K 2025-01-23 $1.70
2024 Q3 UNCHANGED 26,525 0% 0.00% $51K 2024-10-30 $2.16
2024 Q2 INITIATED 26,525 0.00% $43K 2024-08-14 $2.61

FAQ About Capital Investment Advisory Services, LLC and LGVN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Investment Advisory Services, LLC reported owning LGVN?

Capital Investment Advisory Services, LLC reported LGVN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported LGVN position in Capital Investment Advisory Services, LLC's portfolio?

The largest reported portfolio weight for LGVN was 0.00% in 2024 Q3.

What is the latest reported LGVN position on this page?

The most recent filing on this page is 2026 Q2, when Capital Investment Advisory Services, LLC reported 26,525 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this LGVN ownership page compare?

The chart compares Capital Investment Advisory Services, LLC's quarterly LGVN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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