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Capital Advisors Wealth Management, LLC: FNF position timeline

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

Capital Advisors Wealth Management, LLC held 59,321 FNF 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 59,321 shares
    Change vs previous 13F -239 shares

    0.26% of the 13F portfolio, value $2,292,739.

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

  2. period ended2026-06-30
    13F 59,560 shares
    Change vs previous 13F -1,134 shares

    0.33% of the 13F portfolio, value $2,808,865.

    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 60,694 shares
    Change vs previous 13F +527 shares

    0.38% of the 13F portfolio, value $2,814,995.

    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 60,167 shares
    Change vs previous 13F -786 shares

    0.45% of the 13F portfolio, value $3,284,540.

    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 60,953 shares
    Change vs previous 13F +1,660 shares

    0.53% of the 13F portfolio, value $3,687,051.

    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 59,293 shares
    Change vs previous 13F +1,549 shares

    0.52% of the 13F portfolio, value $3,323,957.

    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 57,744 shares
    Change vs previous 13F +12,326 shares

    0.66% of the 13F portfolio, value $3,757,949.

    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 45,418 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,549,750.

    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).