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CAPITAL ADVISORS INC/OK: IVLU position timeline

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

CAPITAL ADVISORS INC/OK held 768,392 IVLU 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 768,392 shares
    Change vs previous 13F +366,623 shares

    0.47% of the 13F portfolio, value $32,134,134.

    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 401,769 shares
    Change vs previous 13F +11,498 shares

    0.26% of the 13F portfolio, value $15,942,199.

    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 390,271 shares
    Change vs previous 13F +372,876 shares

    0.24% of the 13F portfolio, value $14,849,793.

    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 17,395 shares
    Change vs previous 13F -6,580 shares

    0.01% of the 13F portfolio, value $617,175.

    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 23,975 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $788,538.

    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 23,975 shares
    Change vs previous 13F -860 shares

    0.01% of the 13F portfolio, value $726,682.

    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 24,835 shares
    Change vs previous 13F -62,658 shares

    0.01% of the 13F portfolio, value $673,277.

    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 87,493 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,583,666.

    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).