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CAPITAL ADVISORS INC/OK: WMB position timeline

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

CAPITAL ADVISORS INC/OK held 1,999,420 WMB 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 1,999,420 shares
    Change vs previous 13F -12,106 shares

    2.19% of the 13F portfolio, value $148,636,913.

    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 2,011,526 shares
    Change vs previous 13F -250,572 shares

    2.35% of the 13F portfolio, value $146,398,840.

    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 2,262,098 shares
    Change vs previous 13F -20,694 shares

    2.19% of the 13F portfolio, value $135,974,717.

    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 2,282,792 shares
    Change vs previous 13F -9,076 shares

    2.42% of the 13F portfolio, value $144,614,889.

    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 2,291,868 shares
    Change vs previous 13F -14,542 shares

    2.58% of the 13F portfolio, value $143,952,223.

    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 2,306,410 shares
    Change vs previous 13F +4,377 shares

    2.74% of the 13F portfolio, value $137,831,037.

    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 2,302,033 shares
    Change vs previous 13F -6,670 shares

    2.48% of the 13F portfolio, value $124,586,030.

    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 2,308,703 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $105,392,306.

    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).