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Capital A Wealth Management, LLC: WSO position timeline

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

Capital A Wealth Management, LLC held 96 WSO shares at 2025-06-30 per its 13F-HR filed 2025-09-26.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 96 shares
    Change vs previous 13F +94 shares

    0.46% of the 13F portfolio, value $41,133.

    13F-HR 0002055297-25-000008 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 2 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,017.

    13F-HR 0002055297-25-000004 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 1 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $474.

    13F-HR 0002055297-25-000002 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).