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CAPITAL ADVISORS INC/OK: SPDW position timeline

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

CAPITAL ADVISORS INC/OK held 13,485 SPDW 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 13,485 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $679,526.

    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 13,509 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $616,701.

    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 13,387 shares
    Change vs previous 13F +6,608 shares

    0.01% of the 13F portfolio, value $594,531.

    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 6,779 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,088.

    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).