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CAPITAL ADVISORS INC/OK: PANW position timeline

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

CAPITAL ADVISORS INC/OK held 297,911 PANW 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 297,911 shares
    Change vs previous 13F -55,899 shares

    1.49% of the 13F portfolio, value $101,593,761.

    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 353,810 shares
    Change vs previous 13F +11,805 shares

    0.91% of the 13F portfolio, value $56,722,761.

    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 342,005 shares
    Change vs previous 13F +30,969 shares

    1.01% of the 13F portfolio, value $62,997,254.

    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 311,036 shares
    Change vs previous 13F +54,931 shares

    1.06% of the 13F portfolio, value $63,333,082.

    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 256,105 shares
    Change vs previous 13F +12,421 shares

    0.94% of the 13F portfolio, value $52,409,228.

    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 243,684 shares
    Change vs previous 13F +45,210 shares

    0.83% of the 13F portfolio, value $41,582,313.

    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 198,474 shares
    Change vs previous 13F +103,257 shares

    0.72% of the 13F portfolio, value $36,114,327.

    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 95,217 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $32,545,322.

    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).