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Capital Advisors Wealth Management, LLC: COLB position timeline

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

Capital Advisors Wealth Management, LLC held 156,878 COLB 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 156,878 shares
    Change vs previous 13F +3,603 shares

    0.51% of the 13F portfolio, value $4,486,722.

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

  2. period ended2026-06-30
    13F 153,275 shares
    Change vs previous 13F +10,980 shares

    0.58% of the 13F portfolio, value $4,912,450.

    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 142,295 shares
    Change vs previous 13F +1,863 shares

    0.52% of the 13F portfolio, value $3,903,149.

    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 140,432 shares
    Change vs previous 13F +5,808 shares

    0.53% of the 13F portfolio, value $3,925,072.

    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 134,624 shares
    Change vs previous 13F +8,688 shares

    0.49% of the 13F portfolio, value $3,465,227.

    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 125,936 shares
    Change vs previous 13F +3,837 shares

    0.46% of the 13F portfolio, value $2,944,391.

    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 122,099 shares
    Change vs previous 13F +4,152 shares

    0.54% of the 13F portfolio, value $3,045,140.

    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 117,947 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,185,740.

    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).