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Disclosery

CAPITAL ADVISORS INC/OK: SDY position timeline

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

CAPITAL ADVISORS INC/OK held 9,188 SDY 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 9,188 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,398,180.

    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 9,188 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $1,340,849.

    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 9,307 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $1,295,117.

    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 9,412 shares
    Change vs previous 13F +224 shares

    0.02% of the 13F portfolio, value $1,318,105.

    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 9,188 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $1,247,043.

    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 9,538 shares
    Change vs previous 13F +350 shares

    0.03% of the 13F portfolio, value $1,294,071.

    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 9,188 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,213,692.

    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 9,188 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,305,017.

    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).