CAPITAL ADVISORS INC/OK: SPG position timeline

CAPITAL ADVISORS INC/OK held 412,689 SPG 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 412,689 shares

   Change vs previous 13F -2,522 shares

   1.36% of the 13F portfolio, value $92,297,846.

   13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 415,211 shares

   Change vs previous 13F +8,612 shares

   1.25% of the 13F portfolio, value $77,449,356.

   13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 406,599 shares

   Change vs previous 13F +6,630 shares

   1.21% of the 13F portfolio, value $75,265,535.

   13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 399,969 shares

   Change vs previous 13F +6,213 shares

   1.25% of the 13F portfolio, value $75,062,205.

   13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 393,756 shares

   Change vs previous 13F +2,064 shares

   1.14% of the 13F portfolio, value $63,300,279.

   13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 391,692 shares

   Change vs previous 13F +71,456 shares

   1.29% of the 13F portfolio, value $65,052,286.

   13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 320,236 shares

   Change vs previous 13F +6,759 shares

   1.1% of the 13F portfolio, value $55,147,843.

   13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 313,477 shares

   Change vs previous 13F not available

   1.06% of the 13F portfolio, value $52,983,804.

   13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).