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CAPITAL ADVISORS INC/OK: IJR position timeline

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

CAPITAL ADVISORS INC/OK held 236,149 IJR 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 236,149 shares
    Change vs previous 13F -309 shares

    0.52% of the 13F portfolio, value $35,023,203.

    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 236,458 shares
    Change vs previous 13F +9,493 shares

    0.47% of the 13F portfolio, value $29,394,092.

    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 226,965 shares
    Change vs previous 13F +3,534 shares

    0.44% of the 13F portfolio, value $27,276,617.

    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 223,431 shares
    Change vs previous 13F +5,795 shares

    0.44% of the 13F portfolio, value $26,550,312.

    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 217,636 shares
    Change vs previous 13F +3,800 shares

    0.43% of the 13F portfolio, value $23,785,476.

    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 213,836 shares
    Change vs previous 13F +91,668 shares

    0.45% of the 13F portfolio, value $22,360,795.

    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 122,168 shares
    Change vs previous 13F +4,511 shares

    0.28% of the 13F portfolio, value $14,076,170.

    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 117,657 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,761,114.

    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).