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CAPITAL ADVISORS INC/OK: SE position timeline

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

CAPITAL ADVISORS INC/OK held 296,078 SE 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 296,078 shares
    Change vs previous 13F +3,297 shares

    0.42% of the 13F portfolio, value $28,373,112.

    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 292,781 shares
    Change vs previous 13F +8,708 shares

    0.39% of the 13F portfolio, value $24,245,157.

    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 284,073 shares
    Change vs previous 13F +2,643 shares

    0.58% of the 13F portfolio, value $36,239,135.

    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 281,430 shares
    Change vs previous 13F +7,706 shares

    0.84% of the 13F portfolio, value $50,299,903.

    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 273,724 shares
    Change vs previous 13F +6,178 shares

    0.79% of the 13F portfolio, value $43,779,489.

    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 267,546 shares
    Change vs previous 13F +10,824 shares

    0.69% of the 13F portfolio, value $34,912,019.

    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 256,722 shares
    Change vs previous 13F +65,868 shares

    0.54% of the 13F portfolio, value $27,238,183.

    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 190,854 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $17,993,715.

    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).