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CAPITAL ADVISORS INC/OK: WSO position timeline

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

CAPITAL ADVISORS INC/OK held 70,906 WSO 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 70,906 shares
    Change vs previous 13F -182 shares

    0.43% of the 13F portfolio, value $29,548,641.

    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 71,088 shares
    Change vs previous 13F +4,711 shares

    0.42% of the 13F portfolio, value $25,860,935.

    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 66,377 shares
    Change vs previous 13F +3,529 shares

    0.36% of the 13F portfolio, value $22,365,621.

    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 62,848 shares
    Change vs previous 13F +2,302 shares

    0.42% of the 13F portfolio, value $25,409,358.

    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 60,546 shares
    Change vs previous 13F +637 shares

    0.48% of the 13F portfolio, value $26,738,239.

    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 59,909 shares
    Change vs previous 13F +621 shares

    0.61% of the 13F portfolio, value $30,451,759.

    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 59,288 shares
    Change vs previous 13F -188 shares

    0.56% of the 13F portfolio, value $28,096,220.

    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 59,476 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $29,255,194.

    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).