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Capital Advisors, Ltd. LLC: SHV position timeline

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

Capital Advisors, Ltd. LLC held 21,507 SHV 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 21,507 shares
    Change vs previous 13F +1,224 shares

    0.24% of the 13F portfolio, value $2,373,000.

    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 20,283 shares
    Change vs previous 13F -591 shares

    0.25% of the 13F portfolio, value $2,239,000.

    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 20,874 shares
    Change vs previous 13F +3,981 shares

    0.26% of the 13F portfolio, value $2,299,000.

    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 16,893 shares
    Change vs previous 13F -185 shares

    0.21% of the 13F portfolio, value $1,867,000.

    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 17,078 shares
    Change vs previous 13F -9,326 shares

    0.23% of the 13F portfolio, value $1,886,000.

    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 26,404 shares
    Change vs previous 13F -935 shares

    0.38% of the 13F portfolio, value $2,917,000.

    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 27,339 shares
    Change vs previous 13F -5,158 shares

    0.38% of the 13F portfolio, value $3,010,000.

    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 32,497 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,595,000.

    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).