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Capital Advisors Wealth Management, LLC: FNDF position timeline

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

Capital Advisors Wealth Management, LLC held 1,112,649 FNDF 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 1,112,649 shares
    Change vs previous 13F +42,578 shares

    6.74% of the 13F portfolio, value $59,804,901.

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

  2. period ended2026-06-30
    13F 1,070,071 shares
    Change vs previous 13F +18,406 shares

    6.64% of the 13F portfolio, value $56,456,942.

    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 1,051,665 shares
    Change vs previous 13F -21,239 shares

    6.91% of the 13F portfolio, value $51,457,954.

    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 1,072,904 shares
    Change vs previous 13F +69,532 shares

    6.61% of the 13F portfolio, value $48,505,988.

    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 1,003,372 shares
    Change vs previous 13F +78,749 shares

    6.15% of the 13F portfolio, value $43,104,875.

    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 924,623 shares
    Change vs previous 13F +153,283 shares

    5.81% of the 13F portfolio, value $37,003,408.

    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 771,340 shares
    Change vs previous 13F +189,788 shares

    4.92% of the 13F portfolio, value $27,876,236.

    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 581,552 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $19,313,357.

    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).