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CAPITAL ADVISORS INC/OK: MSFT position timeline

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

CAPITAL ADVISORS INC/OK held 495,061 MSFT 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 495,061 shares
    Change vs previous 13F -4,412 shares

    2.72% of the 13F portfolio, value $184,667,714.

    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 499,473 shares
    Change vs previous 13F -36,922 shares

    2.97% of the 13F portfolio, value $184,889,763.

    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 536,395 shares
    Change vs previous 13F +5,557 shares

    4.18% of the 13F portfolio, value $259,411,331.

    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 530,838 shares
    Change vs previous 13F +5,803 shares

    4.6% of the 13F portfolio, value $274,947,798.

    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 525,035 shares
    Change vs previous 13F +12,066 shares

    4.69% of the 13F portfolio, value $261,157,618.

    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 512,969 shares
    Change vs previous 13F -2,106 shares

    3.83% of the 13F portfolio, value $192,563,606.

    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 515,075 shares
    Change vs previous 13F +1,888 shares

    4.33% of the 13F portfolio, value $217,104,321.

    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 513,187 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $220,824,335.

    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).