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CAPITAL ADVISORS INC/OK: SPEM position timeline

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

CAPITAL ADVISORS INC/OK held 386,241 SPEM 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 386,241 shares
    Change vs previous 13F +185,765 shares

    0.29% of the 13F portfolio, value $19,999,569.

    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 200,476 shares
    Change vs previous 13F -210,375 shares

    0.15% of the 13F portfolio, value $9,404,351.

    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 410,851 shares
    Change vs previous 13F -6,313 shares

    0.31% of the 13F portfolio, value $19,231,957.

    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 417,164 shares
    Change vs previous 13F +705 shares

    0.33% of the 13F portfolio, value $19,527,452.

    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 416,459 shares
    Change vs previous 13F +404,901 shares

    0.32% of the 13F portfolio, value $17,799,462.

    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 11,558 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $455,038.

    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 11,993 shares
    Change vs previous 13F -31,968 shares

    0.01% of the 13F portfolio, value $460,171.

    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 43,961 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,814,718.

    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).