Capital Advisors, Ltd. LLC: IOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advisors, Ltd. LLC on IOO, newest first. How the timeline and the estimate are built.
Capital Advisors, Ltd. LLC held 50,488 IOO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 50,488 sharesChange vs previous 13F +30 shares
0.7% of the 13F portfolio, value $6,897,000.
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 50,458 sharesChange vs previous 13F +352 shares
0.69% of the 13F portfolio, value $6,104,000.
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 50,106 sharesChange vs previous 13F -117 shares
0.72% of the 13F portfolio, value $6,347,000.
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 50,223 sharesChange vs previous 13F -192 shares
0.68% of the 13F portfolio, value $6,027,000.
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 50,415 sharesChange vs previous 13F -500 shares
0.67% of the 13F portfolio, value $5,435,000.
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).
- period ended2025-03-3113F 50,915 sharesChange vs previous 13F -927 shares
0.65% of the 13F portfolio, value $4,903,000.
13F-HR 0001597878-25-000002 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 ended2024-12-3113F 51,842 sharesChange vs previous 13F -120 shares
0.66% of the 13F portfolio, value $5,224,000.
13F-HR 0001597878-25-000001 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 ended2024-09-3013F 51,962 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $5,153,000.
13F-HR 0001597878-24-000005 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).