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CAPITAL ADVISORS INC/OK: IVW position timeline

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

CAPITAL ADVISORS INC/OK held 66,456 IVW 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 66,456 shares
    Change vs previous 13F -57 shares

    0.13% of the 13F portfolio, value $9,139,744.

    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 66,513 shares
    Change vs previous 13F -385 shares

    0.12% of the 13F portfolio, value $7,523,292.

    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 66,898 shares
    Change vs previous 13F -4,249 shares

    0.13% of the 13F portfolio, value $8,245,819.

    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 71,147 shares
    Change vs previous 13F -342 shares

    0.14% of the 13F portfolio, value $8,588,915.

    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 71,489 shares
    Change vs previous 13F -2,076 shares

    0.14% of the 13F portfolio, value $7,870,964.

    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 73,565 shares
    Change vs previous 13F -330,511 shares

    0.14% of the 13F portfolio, value $6,829,007.

    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 404,076 shares
    Change vs previous 13F -28,635 shares

    0.82% of the 13F portfolio, value $41,025,790.

    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 432,711 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $41,432,064.

    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).