Capital Investment Advisory Services, LLC BIT BLACKROCK MULTI SECTOR INC T

Ownership history in Capital Investment Advisory Services, LLC  ·  4 quarters on record

AI Ownership Summary

Capital Investment Advisory Services, LLC reported BLACKROCK MULTI SECTOR INC T (BIT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows BIT at 0.12% 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 BIT 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 BLACKROCK MULTI SECTOR INC T, 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

BIT was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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 BIT — position size vs. price
% of Fund (quarterly)    BIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 151,244 -9,419 -5.9% 0.12% $1.9M 2026-07-23 $12.20
2026 Q1 ADDED 160,663 +48,784 +43.6% 0.15% $2.0M 2026-05-05 $12.39
2025 Q4 ADDED 111,879 +37,187 +49.8% 0.10% $1.5M 2026-01-21 $12.47
2025 Q3 INITIATED 74,692 0.08% $1.0M 2025-11-05 $12.10

FAQ About Capital Investment Advisory Services, LLC and BIT

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 BIT?

Capital Investment Advisory Services, LLC reported BIT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for BIT was 0.15% in 2026 Q1.

What is the latest reported BIT position on this page?

The most recent filing on this page is 2026 Q2, when Capital Investment Advisory Services, LLC reported 151,244 shares, equal to 0.12% of portfolio, with an estimated market value of $1.9M.

What does the chart on this BIT ownership page compare?

The chart compares Capital Investment Advisory Services, LLC's quarterly BIT 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.

How well did Capital Investment Advisory Services, LLC time their BIT position?

Based on 13F filing dates vs. subsequent BIT price moves, Capital Investment Advisory Services, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BIT relative to SPY over the holding period was -11.6%.

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