Skip to content
Disclosery

Capital Advisors Wealth Management, LLC: CEG position timeline

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

Capital Advisors Wealth Management, LLC held 7,946 CEG 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 7,946 shares
    Change vs previous 13F -499 shares

    0.23% of the 13F portfolio, value $2,018,482.

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

  2. period ended2026-06-30
    13F 8,445 shares
    Change vs previous 13F -2,976 shares

    0.25% of the 13F portfolio, value $2,097,403.

    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 11,421 shares
    Change vs previous 13F +434 shares

    0.43% of the 13F portfolio, value $3,189,263.

    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 10,987 shares
    Change vs previous 13F +421 shares

    0.53% of the 13F portfolio, value $3,881,521.

    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 10,566 shares
    Change vs previous 13F +747 shares

    0.5% of the 13F portfolio, value $3,477,071.

    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 9,819 shares
    Change vs previous 13F -1,652 shares

    0.5% of the 13F portfolio, value $3,169,218.

    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 11,471 shares
    Change vs previous 13F +9,931 shares

    0.41% of the 13F portfolio, value $2,312,994.

    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 1,540 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $344,418.

    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).