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CAPITAL ADVISORS INC/OK: GEV position timeline

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

CAPITAL ADVISORS INC/OK held 86,038 GEV 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 86,038 shares
    Change vs previous 13F -1,330 shares

    1.49% of the 13F portfolio, value $101,082,480.

    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 87,368 shares
    Change vs previous 13F +858 shares

    1.23% of the 13F portfolio, value $76,263,362.

    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 86,510 shares
    Change vs previous 13F +372 shares

    0.91% of the 13F portfolio, value $56,540,518.

    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 86,138 shares
    Change vs previous 13F -35,370 shares

    0.89% of the 13F portfolio, value $52,966,255.

    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 121,508 shares
    Change vs previous 13F +968 shares

    1.15% of the 13F portfolio, value $64,296,103.

    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 120,540 shares
    Change vs previous 13F -48,788 shares

    0.73% of the 13F portfolio, value $36,798,361.

    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 169,328 shares
    Change vs previous 13F -43,053 shares

    1.11% of the 13F portfolio, value $55,696,998.

    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 212,381 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $54,152,907.

    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).