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CAPITAL ADVISORS INC/OK: IBDW position timeline

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

CAPITAL ADVISORS INC/OK held 3,366,208 IBDW 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 3,366,208 shares
    Change vs previous 13F +49,458 shares

    1.03% of the 13F portfolio, value $70,151,777.

    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 3,316,750 shares
    Change vs previous 13F +227,155 shares

    1.12% of the 13F portfolio, value $69,419,581.

    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 3,089,595 shares
    Change vs previous 13F +97,902 shares

    1.05% of the 13F portfolio, value $65,344,936.

    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 2,991,693 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $63,483,722.

    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).