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CAPITAL ADVISORS INC/OK: SPIB position timeline

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

CAPITAL ADVISORS INC/OK held 1,980,361 SPIB 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 1,980,361 shares
    Change vs previous 13F +241,816 shares

    0.97% of the 13F portfolio, value $66,262,895.

    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 1,738,545 shares
    Change vs previous 13F -7,494 shares

    0.94% of the 13F portfolio, value $58,310,799.

    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 1,746,039 shares
    Change vs previous 13F -8,533 shares

    0.95% of the 13F portfolio, value $59,033,592.

    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 1,754,572 shares
    Change vs previous 13F -10,652 shares

    0.99% of the 13F portfolio, value $59,462,456.

    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 1,765,224 shares
    Change vs previous 13F -14,015 shares

    1.06% of the 13F portfolio, value $59,276,209.

    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 1,779,239 shares
    Change vs previous 13F -36,707 shares

    1.18% of the 13F portfolio, value $59,141,916.

    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 1,815,946 shares
    Change vs previous 13F -102,094 shares

    1.19% of the 13F portfolio, value $59,490,377.

    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 1,918,040 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $64,657,138.

    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).