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CAPITAL ADVISORS INC/OK: UNH position timeline

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

CAPITAL ADVISORS INC/OK held 8,751 UNH 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 8,751 shares
    Change vs previous 13F +725 shares

    0.05% of the 13F portfolio, value $3,637,157.

    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 8,026 shares
    Change vs previous 13F +934 shares

    0.03% of the 13F portfolio, value $2,171,706.

    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 7,092 shares
    Change vs previous 13F -1,889 shares

    0.04% of the 13F portfolio, value $2,341,046.

    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 8,981 shares
    Change vs previous 13F +292 shares

    0.05% of the 13F portfolio, value $3,101,257.

    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 8,689 shares
    Change vs previous 13F -68,388 shares

    0.05% of the 13F portfolio, value $2,710,850.

    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 77,077 shares
    Change vs previous 13F +1,103 shares

    0.8% of the 13F portfolio, value $40,369,159.

    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 75,974 shares
    Change vs previous 13F +9,197 shares

    0.77% of the 13F portfolio, value $38,432,256.

    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 66,777 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $39,043,387.

    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).