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CAPITAL ADVISORS INC/OK: IBDV position timeline

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

CAPITAL ADVISORS INC/OK held 3,253,303 IBDV 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 3,253,303 shares
    Change vs previous 13F +38,072 shares

    1.04% of the 13F portfolio, value $70,922,012.

    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 3,215,231 shares
    Change vs previous 13F +188,340 shares

    1.13% of the 13F portfolio, value $70,381,405.

    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 3,026,891 shares
    Change vs previous 13F +83,039 shares

    1.08% of the 13F portfolio, value $66,803,495.

    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 2,943,852 shares
    Change vs previous 13F +130,572 shares

    1.09% of the 13F portfolio, value $65,206,328.

    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 2,813,280 shares
    Change vs previous 13F +137,553 shares

    1.11% of the 13F portfolio, value $61,835,890.

    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 2,675,727 shares
    Change vs previous 13F +197,588 shares

    1.16% of the 13F portfolio, value $58,116,798.

    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 2,478,139 shares
    Change vs previous 13F +150,927 shares

    1.05% of the 13F portfolio, value $52,933,054.

    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 2,327,212 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $51,594,294.

    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).