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Capital Advisors, Ltd. LLC: VUG position timeline

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

Capital Advisors, Ltd. LLC held 170,265 VUG 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 170,265 shares
    Change vs previous 13F +141,912 shares

    1.48% of the 13F portfolio, value $14,667,000.

    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 28,353 shares
    Change vs previous 13F -408 shares

    1.41% of the 13F portfolio, value $12,384,000.

    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 28,761 shares
    Change vs previous 13F -1,530 shares

    1.58% of the 13F portfolio, value $14,031,000.

    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 30,291 shares
    Change vs previous 13F +91 shares

    1.64% of the 13F portfolio, value $14,528,000.

    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 30,200 shares
    Change vs previous 13F -78 shares

    1.63% of the 13F portfolio, value $13,240,000.

    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 30,278 shares
    Change vs previous 13F -883 shares

    1.48% of the 13F portfolio, value $11,228,000.

    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 31,161 shares
    Change vs previous 13F +17 shares

    1.61% of the 13F portfolio, value $12,790,000.

    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 31,144 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $11,957,000.

    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).