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Capital Advisors Wealth Management, LLC: AGG position timeline

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

Capital Advisors Wealth Management, LLC held 2,849 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,849 shares
    Change vs previous 13F -30,216 shares

    0.03% of the 13F portfolio, value $269,319.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,065 shares
    Change vs previous 13F -1,671 shares

    0.38% of the 13F portfolio, value $3,272,809.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 34,736 shares
    Change vs previous 13F -3,974 shares

    0.46% of the 13F portfolio, value $3,448,207.

    13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,710 shares
    Change vs previous 13F -1,327 shares

    0.53% of the 13F portfolio, value $3,866,352.

    13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,037 shares
    Change vs previous 13F -202 shares

    0.57% of the 13F portfolio, value $4,013,660.

    13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 40,239 shares
    Change vs previous 13F -2,875 shares

    0.63% of the 13F portfolio, value $3,991,715.

    13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,114 shares
    Change vs previous 13F -4,403 shares

    0.75% of the 13F portfolio, value $4,264,868.

    13F-HR 0001085146-25-002324 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 47,517 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,604,412.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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