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CAPITAL ADVISORS INC/OK: WMT position timeline

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

CAPITAL ADVISORS INC/OK held 67,796 WMT 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 67,796 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $7,678,584.

    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 67,848 shares
    Change vs previous 13F +2,087 shares

    0.14% of the 13F portfolio, value $8,432,166.

    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 65,761 shares
    Change vs previous 13F +1,210 shares

    0.12% of the 13F portfolio, value $7,326,459.

    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 64,551 shares
    Change vs previous 13F +328 shares

    0.11% of the 13F portfolio, value $6,652,670.

    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 64,223 shares
    Change vs previous 13F -583 shares

    0.11% of the 13F portfolio, value $6,279,689.

    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 64,806 shares
    Change vs previous 13F +2,902 shares

    0.11% of the 13F portfolio, value $5,689,344.

    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 61,904 shares
    Change vs previous 13F +375 shares

    0.11% of the 13F portfolio, value $5,593,004.

    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 61,529 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,968,505.

    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).