Capital Advisors Wealth Management, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advisors Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.
Capital Advisors Wealth Management, LLC held 0 HD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 0 sharesChange vs previous 13F -586 shares
13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2026-06-3013F 586 sharesChange vs previous 13F -31 shares
0.02% of the 13F portfolio, value $206,508.
13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 617 sharesChange vs previous 13F -101 shares
0.03% of the 13F portfolio, value $202,841.
13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 718 sharesChange vs previous 13F -181 shares
0.03% of the 13F portfolio, value $247,135.
13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 899 sharesChange vs previous 13F -314 shares
0.05% of the 13F portfolio, value $364,276.
13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,213 sharesChange vs previous 13F -107 shares
0.07% of the 13F portfolio, value $444,644.
13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,320 sharesChange vs previous 13F +69 shares
0.09% of the 13F portfolio, value $483,822.
13F-HR 0001085146-25-002324 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,251 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $486,776.
13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).