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Capital Advisors, Ltd. LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advisors, Ltd. LLC on AIQ, newest first. How the timeline and the estimate are built.

Capital Advisors, Ltd. LLC held 51,381 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,381 shares
    Change vs previous 13F +6,433 shares

    0.34% of the 13F portfolio, value $3,371,000.

    13F-HR 0001597878-26-000004 filed by Capital Advisors, Ltd. LLC
    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 44,948 shares
    Change vs previous 13F +44,366 shares

    0.24% of the 13F portfolio, value $2,098,000.

    13F-HR 0001597878-26-000002 filed by Capital Advisors, Ltd. LLC
    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 582 shares
    Change vs previous 13F -32,752 shares

    0.01% of the 13F portfolio, value $53,000.

    13F-HR 0001597878-26-000001 filed by Capital Advisors, Ltd. LLC
    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 33,334 shares
    Change vs previous 13F +12,867 shares

    0.19% of the 13F portfolio, value $1,646,000.

    13F-HR 0001597878-25-000006 filed by Capital Advisors, Ltd. LLC
    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 20,467 shares
    Change vs previous 13F +928 shares

    0.11% of the 13F portfolio, value $894,000.

    13F-HR 0001597878-25-000003 filed by Capital Advisors, Ltd. LLC
    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 19,539 shares
    Change vs previous 13F +1,766 shares

    0.09% of the 13F portfolio, value $711,000.

    13F-HR 0001597878-25-000002 filed by Capital Advisors, Ltd. LLC
    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 17,773 shares
    Change vs previous 13F +7,460 shares

    0.09% of the 13F portfolio, value $687,000.

    13F-HR 0001597878-25-000001 filed by Capital Advisors, Ltd. LLC
    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 10,313 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $383,000.

    13F-HR 0001597878-24-000005 filed by Capital Advisors, Ltd. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).