CAPITAL ADVISORS INC/OK: SPY position timeline

CAPITAL ADVISORS INC/OK held 93,111 SPY 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 93,111 shares

   Change vs previous 13F +26,326 shares

   1.02% of the 13F portfolio, value $69,532,417.

   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 66,785 shares

   Change vs previous 13F -25,959 shares

   0.7% of the 13F portfolio, value $43,432,674.

   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 92,744 shares

   Change vs previous 13F -12,048 shares

   1.02% of the 13F portfolio, value $63,244,297.

   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 104,792 shares

   Change vs previous 13F +9,770 shares

   1.06% of the 13F portfolio, value $63,211,437.

   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 95,022 shares

   Change vs previous 13F +56,295 shares

   1.05% of the 13F portfolio, value $58,709,452.

   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 38,727 shares

   Change vs previous 13F -69,014 shares

   0.43% of the 13F portfolio, value $21,663,484.

   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 107,741 shares

   Change vs previous 13F +1,225 shares

   1.26% of the 13F portfolio, value $63,144,608.

   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 106,516 shares

   Change vs previous 13F not available

   1.22% of the 13F portfolio, value $61,114,459.

   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).