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CAPITAL ADVISORS INC/OK: XLK position timeline

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

CAPITAL ADVISORS INC/OK held 21,716 XLK 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 21,716 shares
    Change vs previous 13F -1,003 shares

    0.06% of the 13F portfolio, value $4,137,294.

    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 22,719 shares
    Change vs previous 13F +697 shares

    0.05% of the 13F portfolio, value $3,019,363.

    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 22,022 shares
    Change vs previous 13F +11,077 shares

    0.05% of the 13F portfolio, value $3,170,569.

    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 10,945 shares
    Change vs previous 13F +308 shares

    0.05% of the 13F portfolio, value $3,085,081.

    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 10,637 shares
    Change vs previous 13F +44 shares

    0.05% of the 13F portfolio, value $2,693,617.

    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 10,593 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $2,187,149.

    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 10,650 shares
    Change vs previous 13F +99 shares

    0.05% of the 13F portfolio, value $2,476,256.

    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 10,551 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,382,028.

    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).