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CAPITAL ADVISORS INC/OK: IBDT position timeline

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

CAPITAL ADVISORS INC/OK held 3,572,252 IBDT 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 3,572,252 shares
    Change vs previous 13F +39,318 shares

    1.33% of the 13F portfolio, value $90,199,353.

    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 3,532,934 shares
    Change vs previous 13F +229,399 shares

    1.44% of the 13F portfolio, value $89,489,207.

    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 3,303,535 shares
    Change vs previous 13F +91,525 shares

    1.35% of the 13F portfolio, value $84,091,494.

    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 3,212,010 shares
    Change vs previous 13F +147,529 shares

    1.37% of the 13F portfolio, value $81,970,492.

    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 3,064,481 shares
    Change vs previous 13F +145,066 shares

    1.4% of the 13F portfolio, value $77,899,113.

    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 2,919,415 shares
    Change vs previous 13F +220,708 shares

    1.47% of the 13F portfolio, value $73,744,413.

    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 2,698,707 shares
    Change vs previous 13F +164,069 shares

    1.34% of the 13F portfolio, value $67,197,792.

    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 2,534,638 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $64,709,304.

    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).