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CAPITAL ADVISORS INC/OK: PEP position timeline

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

CAPITAL ADVISORS INC/OK held 2,222,392 PEP 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 2,222,392 shares
    Change vs previous 13F -1,615 shares

    4.43% of the 13F portfolio, value $300,911,817.

    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 2,224,007 shares
    Change vs previous 13F +10,897 shares

    5.55% of the 13F portfolio, value $345,366,013.

    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 2,213,110 shares
    Change vs previous 13F -2,829 shares

    5.11% of the 13F portfolio, value $317,625,552.

    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 2,215,939 shares
    Change vs previous 13F +7,045 shares

    5.2% of the 13F portfolio, value $311,206,451.

    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 2,208,894 shares
    Change vs previous 13F +371,969 shares

    5.23% of the 13F portfolio, value $291,662,385.

    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 1,836,925 shares
    Change vs previous 13F +75,933 shares

    5.48% of the 13F portfolio, value $275,428,474.

    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 1,760,992 shares
    Change vs previous 13F -3,553 shares

    5.34% of the 13F portfolio, value $267,776,406.

    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 1,764,545 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $300,060,836.

    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).