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CAPITAL ADVISORS INC/OK: QQQ position timeline

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

CAPITAL ADVISORS INC/OK held 16,475 QQQ 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 16,475 shares
    Change vs previous 13F +111 shares

    0.18% of the 13F portfolio, value $12,131,840.

    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 16,364 shares
    Change vs previous 13F +1,145 shares

    0.15% of the 13F portfolio, value $9,444,738.

    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 15,219 shares
    Change vs previous 13F -9,741 shares

    0.15% of the 13F portfolio, value $9,349,131.

    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 24,960 shares
    Change vs previous 13F +10,203 shares

    0.15% of the 13F portfolio, value $9,066,521.

    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 14,757 shares
    Change vs previous 13F -287 shares

    0.15% of the 13F portfolio, value $8,140,736.

    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 15,044 shares
    Change vs previous 13F -2,172 shares

    0.14% of the 13F portfolio, value $7,054,463.

    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 17,216 shares
    Change vs previous 13F +6,846 shares

    0.18% of the 13F portfolio, value $8,801,390.

    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 10,370 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,061,156.

    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).