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Disclosery

CAPITAL ADVISORS INC/OK: WM position timeline

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

CAPITAL ADVISORS INC/OK held 196,352 WM 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 196,352 shares
    Change vs previous 13F -1,678 shares

    0.64% of the 13F portfolio, value $43,762,833.

    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 198,030 shares
    Change vs previous 13F +1,445 shares

    0.73% of the 13F portfolio, value $45,505,261.

    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 196,585 shares
    Change vs previous 13F +3,880 shares

    0.7% of the 13F portfolio, value $43,191,769.

    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 192,705 shares
    Change vs previous 13F +15,206 shares

    0.71% of the 13F portfolio, value $42,555,073.

    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 177,499 shares
    Change vs previous 13F +10,472 shares

    0.73% of the 13F portfolio, value $40,615,410.

    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 167,027 shares
    Change vs previous 13F +7,828 shares

    0.77% of the 13F portfolio, value $38,668,486.

    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 159,199 shares
    Change vs previous 13F +4,663 shares

    0.64% of the 13F portfolio, value $32,124,691.

    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 154,536 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $32,081,609.

    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).