Capital Advisors, Ltd. LLC: IGM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advisors, Ltd. LLC on IGM, newest first. How the timeline and the estimate are built.
Capital Advisors, Ltd. LLC held 5,929 IGM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 5,929 sharesChange vs previous 13F +315 shares
0.1% of the 13F portfolio, value $970,000.
13F-HR 0001597878-26-000004 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,614 sharesChange vs previous 13F +1,976 shares
0.08% of the 13F portfolio, value $665,000.
13F-HR 0001597878-26-000002 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,638 sharesChange vs previous 13F +2,596 shares
0.05% of the 13F portfolio, value $470,000.
13F-HR 0001597878-26-000001 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,042 sharesChange vs previous 13F +717 shares
0.01% of the 13F portfolio, value $131,000.
13F-HR 0001597878-25-000006 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 325 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $37,000.
13F-HR 0001597878-25-000003 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).