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CAPITAL ADVISORS INC/OK: JMBS position timeline

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

CAPITAL ADVISORS INC/OK held 1,047,135 JMBS 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 1,047,135 shares
    Change vs previous 13F -18,138 shares

    0.69% of the 13F portfolio, value $47,110,611.

    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 1,065,273 shares
    Change vs previous 13F -6,084 shares

    0.77% of the 13F portfolio, value $48,129,027.

    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 1,071,357 shares
    Change vs previous 13F -8,159 shares

    0.79% of the 13F portfolio, value $48,950,297.

    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 1,079,516 shares
    Change vs previous 13F -4,912 shares

    0.82% of the 13F portfolio, value $49,301,518.

    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 1,084,428 shares
    Change vs previous 13F +6,306 shares

    0.88% of the 13F portfolio, value $48,853,503.

    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 1,078,122 shares
    Change vs previous 13F +823 shares

    0.97% of the 13F portfolio, value $48,731,102.

    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 1,077,299 shares
    Change vs previous 13F -64,163 shares

    0.95% of the 13F portfolio, value $47,595,068.

    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 1,141,462 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $53,249,181.

    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).