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Capital Advisors, Ltd. LLC: USMV position timeline

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

Capital Advisors, Ltd. LLC held 224,182 USMV 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 224,182 shares
    Change vs previous 13F -9,505 shares

    2.18% of the 13F portfolio, value $21,625,000.

    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 233,687 shares
    Change vs previous 13F -8,370 shares

    2.46% of the 13F portfolio, value $21,672,000.

    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 242,057 shares
    Change vs previous 13F -4,122 shares

    2.57% of the 13F portfolio, value $22,792,000.

    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 246,179 shares
    Change vs previous 13F -2,231 shares

    2.64% of the 13F portfolio, value $23,421,000.

    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 248,410 shares
    Change vs previous 13F +10 shares

    2.88% of the 13F portfolio, value $23,318,000.

    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 248,400 shares
    Change vs previous 13F -4,674 shares

    3.06% of the 13F portfolio, value $23,265,000.

    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 253,074 shares
    Change vs previous 13F -2,453 shares

    2.83% of the 13F portfolio, value $22,470,000.

    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 255,527 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $23,332,000.

    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).