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CAPITAL ADVISORS INC/OK: IBIT position timeline

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

CAPITAL ADVISORS INC/OK held 14,758 IBIT 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 14,758 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $491,294.

    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 14,513 shares
    Change vs previous 13F -10,577 shares

    0.01% of the 13F portfolio, value $557,589.

    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 25,090 shares
    Change vs previous 13F -3,432 shares

    0.02% of the 13F portfolio, value $1,245,719.

    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 28,522 shares
    Change vs previous 13F +3,625 shares

    0.02% of the 13F portfolio, value $1,215,674.

    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 24,897 shares
    Change vs previous 13F +15,893 shares

    0.02% of the 13F portfolio, value $952,776.

    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 9,004 shares
    Change vs previous 13F +782 shares

    0.01% of the 13F portfolio, value $421,477.

    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 8,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $436,177.

    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).