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CAPITAL ADVISORS INC/OK: SCHB position timeline

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

CAPITAL ADVISORS INC/OK held 80,630 SCHB 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 80,630 shares
    Change vs previous 13F -1,843 shares

    0.03% of the 13F portfolio, value $2,335,033.

    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 82,473 shares
    Change vs previous 13F +1,511 shares

    0.03% of the 13F portfolio, value $2,070,072.

    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 80,962 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $2,123,626.

    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 80,954 shares
    Change vs previous 13F -1,340 shares

    0.03% of the 13F portfolio, value $2,081,327.

    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 82,294 shares
    Change vs previous 13F -871 shares

    0.04% of the 13F portfolio, value $1,961,076.

    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 83,165 shares
    Change vs previous 13F -6,808 shares

    0.04% of the 13F portfolio, value $1,790,535.

    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 89,973 shares
    Change vs previous 13F +56,159 shares

    0.04% of the 13F portfolio, value $2,042,393.

    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 33,814 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,249,283.

    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).