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Capital Advisors Wealth Management, LLC: FG position timeline

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

Capital Advisors Wealth Management, LLC held 14,650 FG 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 14,650 shares
    Change vs previous 13F -994 shares

    0.04% of the 13F portfolio, value $317,620.

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

  2. period ended2026-06-30
    13F 15,644 shares
    Change vs previous 13F -3,994 shares

    0.05% of the 13F portfolio, value $415,963.

    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 19,638 shares
    Change vs previous 13F -1,033 shares

    0.07% of the 13F portfolio, value $497,245.

    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 20,671 shares
    Change vs previous 13F +1,507 shares

    0.09% of the 13F portfolio, value $637,698.

    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 19,164 shares
    Change vs previous 13F -2,160 shares

    0.09% of the 13F portfolio, value $599,248.

    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 21,324 shares
    Change vs previous 13F +1,019 shares

    0.11% of the 13F portfolio, value $681,932.

    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 20,305 shares
    Change vs previous 13F -14 shares

    0.13% of the 13F portfolio, value $732,010.

    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 20,319 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $842,003.

    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).