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CAPITAL ADVISORS INC/OK: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on EPD, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 142,582 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,582 shares
    Change vs previous 13F -4,889 shares

    0.08% of the 13F portfolio, value $5,241,324.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 147,471 shares
    Change vs previous 13F +8,214 shares

    0.09% of the 13F portfolio, value $5,580,301.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 139,257 shares
    Change vs previous 13F +6,296 shares

    0.07% of the 13F portfolio, value $4,464,572.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,961 shares
    Change vs previous 13F -13,906 shares

    0.07% of the 13F portfolio, value $4,157,695.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 146,867 shares
    Change vs previous 13F +13,721 shares

    0.08% of the 13F portfolio, value $4,554,331.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 133,146 shares
    Change vs previous 13F +99,688 shares

    0.09% of the 13F portfolio, value $4,545,610.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,458 shares
    Change vs previous 13F -1,123 shares

    0.02% of the 13F portfolio, value $1,049,248.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,581 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,006,658.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).