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Capital Advisors, Ltd. LLC: VIG position timeline

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

Capital Advisors, Ltd. LLC held 140,046 VIG 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 140,046 shares
    Change vs previous 13F -1,801 shares

    3.34% of the 13F portfolio, value $33,138,000.

    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 141,847 shares
    Change vs previous 13F -3,233 shares

    3.47% of the 13F portfolio, value $30,506,000.

    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 145,080 shares
    Change vs previous 13F -4,869 shares

    3.6% of the 13F portfolio, value $31,886,000.

    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 149,949 shares
    Change vs previous 13F -763 shares

    3.65% of the 13F portfolio, value $32,358,000.

    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 150,712 shares
    Change vs previous 13F -4,360 shares

    3.81% of the 13F portfolio, value $30,846,000.

    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 155,072 shares
    Change vs previous 13F -2,337 shares

    3.96% of the 13F portfolio, value $30,082,000.

    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 157,409 shares
    Change vs previous 13F -1,942 shares

    3.89% of the 13F portfolio, value $30,825,000.

    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 159,351 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $31,561,000.

    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).