Capital Advisors, Ltd. LLC ALCO — ALICO INC

Ownership history in Capital Advisors, Ltd. LLC  ·  8 quarters on record

AI Ownership Summary

Capital Advisors, Ltd. LLC reported ALICO INC (ALCO) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows ALCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Advisors, Ltd. LLC's position in ALICO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ALCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALCO stock page Capital Advisors, Ltd. LLC fund profile Capital Advisors, Ltd. LLC full holdings
How Capital Advisors, Ltd. LLC held ALCO — position size vs. price
% of Fund (quarterly)    ALCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 470 — 0% 0.00% $19 2026-04-16 $42.94
2025 Q4 UNCHANGED — — — 470 — 0% 0.00% $17K 2026-01-21 $40.79
2025 Q3 UNCHANGED — — — 470 — 0% 0.00% $16K 2025-10-16 $34.69
2025 Q2 UNCHANGED — — — 470 — 0% 0.00% $15K 2025-07-24 $32.40
2025 Q1 UNCHANGED — — — 470 — 0% 0.00% $14K 2025-04-15 $28.50
2024 Q4 ADDED — — — 470 +398 +552.8% 0.00% $12K 2025-02-04 $30.43
2024 Q3 UNCHANGED — — — 72 — 0% 0.00% $2K 2024-10-24 $25.71
2024 Q2 INITIATED — — — 72 — — 0.00% $2K 2024-07-25 $27.58

🏢 Other funds also holding ALCO

As of 2026 Q1 — sorted by position size

OAK FAMILY ADVISORS, LLC 3Y 0.71% RD Lewis Holdings, Inc. 0.2% Ellsworth Advisors, LLC 3Y 0.18% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.14% Abundance Wealth Counselors 3Y 7Y 0.13% Byrne Asset Management LLC 3Y 0.1% WENDELL DAVID ASSOCIATES INC 3Y 7Y 0.08% Fruth Investment Management 3Y 7Y 0.06% Hanson & Doremus Investment Management 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About Capital Advisors, Ltd. LLC and ALCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Advisors, Ltd. LLC reported owning ALCO?

Capital Advisors, Ltd. LLC reported ALCO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ALCO position in Capital Advisors, Ltd. LLC's portfolio?

The largest reported portfolio weight for ALCO was 0.00% in 2026 Q1.

What is the latest reported ALCO position on this page?

The most recent filing on this page is 2026 Q1, when Capital Advisors, Ltd. LLC reported 470 shares, equal to 0.00% of portfolio, with an estimated market value of $19.

What does the chart on this ALCO ownership page compare?

The chart compares Capital Advisors, Ltd. LLC's quarterly ALCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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