CAPITAL ADVISORS INC/OK: INVZ position timeline

CAPITAL ADVISORS INC/OK held 0 INVZ shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -49,600 shares

   13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 49,600 shares

   Change vs previous 13F -50,400 shares

   13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 100,000 shares

   Change vs previous 13F -25,000 shares

   <0.01% of the 13F portfolio, value $69,281.

   13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 125,000 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $148,454.

   13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).