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Capital Advisors Wealth Management, LLC: GSEW position timeline

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

Capital Advisors Wealth Management, LLC held 24,543 GSEW 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 24,543 shares
    Change vs previous 13F +3,793 shares

    0.26% of the 13F portfolio, value $2,284,483.

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

  2. period ended2026-06-30
    13F 20,750 shares
    Change vs previous 13F +1,312 shares

    0.23% of the 13F portfolio, value $1,959,251.

    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 19,438 shares
    Change vs previous 13F -131 shares

    0.22% of the 13F portfolio, value $1,645,628.

    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 19,569 shares
    Change vs previous 13F +3,554 shares

    0.23% of the 13F portfolio, value $1,665,737.

    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 16,015 shares
    Change vs previous 13F +1,524 shares

    0.19% of the 13F portfolio, value $1,361,902.

    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 14,491 shares
    Change vs previous 13F +2,023 shares

    0.19% of the 13F portfolio, value $1,181,633.

    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 12,468 shares
    Change vs previous 13F +670 shares

    0.17% of the 13F portfolio, value $948,075.

    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 11,798 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $911,067.

    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).