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CAPITAL ADVISORS INC/OK: IBDU position timeline

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

CAPITAL ADVISORS INC/OK held 5,140,239 IBDU 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 5,140,239 shares
    Change vs previous 13F +56,623 shares

    1.75% of the 13F portfolio, value $119,047,938.

    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 5,083,616 shares
    Change vs previous 13F +284,961 shares

    1.9% of the 13F portfolio, value $118,244,914.

    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 4,798,655 shares
    Change vs previous 13F +131,430 shares

    1.81% of the 13F portfolio, value $112,312,529.

    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 4,667,225 shares
    Change vs previous 13F +202,622 shares

    1.83% of the 13F portfolio, value $109,539,764.

    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 4,464,603 shares
    Change vs previous 13F +209,614 shares

    1.87% of the 13F portfolio, value $104,159,193.

    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 4,254,989 shares
    Change vs previous 13F +369,209 shares

    1.96% of the 13F portfolio, value $98,417,890.

    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 3,885,780 shares
    Change vs previous 13F +232,402 shares

    1.77% of the 13F portfolio, value $88,595,788.

    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 3,653,378 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $85,890,906.

    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).