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CAPITAL ADVISORS INC/OK: UL position timeline

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

CAPITAL ADVISORS INC/OK held 629,025 UL 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 629,025 shares
    Change vs previous 13F -6,376 shares

    0.56% of the 13F portfolio, value $37,817,009.

    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 635,401 shares
    Change vs previous 13F +21,845 shares

    0.58% of the 13F portfolio, value $36,198,795.

    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 613,556 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $40,126,535.

    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).