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Capital Advisors, Ltd. LLC: EQAL position timeline

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

Capital Advisors, Ltd. LLC held 43,916 EQAL 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 43,916 shares
    Change vs previous 13F -2,159 shares

    0.26% of the 13F portfolio, value $2,602,000.

    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 46,075 shares
    Change vs previous 13F -2,459 shares

    0.29% of the 13F portfolio, value $2,539,000.

    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 48,534 shares
    Change vs previous 13F +1,577 shares

    0.29% of the 13F portfolio, value $2,555,000.

    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 46,957 shares
    Change vs previous 13F +1,420 shares

    0.28% of the 13F portfolio, value $2,442,000.

    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 45,537 shares
    Change vs previous 13F +2,120 shares

    0.28% of the 13F portfolio, value $2,242,000.

    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 43,417 shares
    Change vs previous 13F +1,460 shares

    0.27% of the 13F portfolio, value $2,052,000.

    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 41,957 shares
    Change vs previous 13F -596 shares

    0.26% of the 13F portfolio, value $2,027,000.

    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 42,553 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,070,000.

    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).