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Capital Advisors Wealth Management, LLC: BLV position timeline

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

Capital Advisors Wealth Management, LLC held 4,694 BLV 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 4,694 shares
    Change vs previous 13F -2,583 shares

    0.03% of the 13F portfolio, value $294,460.

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

  2. period ended2026-06-30
    13F 7,277 shares
    Change vs previous 13F -5,219 shares

    0.06% of the 13F portfolio, value $501,610.

    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 12,496 shares
    Change vs previous 13F -11,508 shares

    0.12% of the 13F portfolio, value $859,466.

    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 24,004 shares
    Change vs previous 13F -226,776 shares

    0.23% of the 13F portfolio, value $1,668,731.

    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 250,780 shares
    Change vs previous 13F -29,136 shares

    2.54% of the 13F portfolio, value $17,767,739.

    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 279,916 shares
    Change vs previous 13F +48,892 shares

    3.06% of the 13F portfolio, value $19,465,389.

    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 231,024 shares
    Change vs previous 13F -91,045 shares

    2.87% of the 13F portfolio, value $16,268,735.

    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 322,069 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $22,039,153.

    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).