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Capital Advisors Wealth Management, LLC: HDV position timeline

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

Capital Advisors Wealth Management, LLC held 172,201 HDV 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 172,201 shares
    Change vs previous 13F +10,090 shares

    0.54% of the 13F portfolio, value $4,814,746.

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

  2. period ended2026-06-30
    13F 162,111 shares
    Change vs previous 13F +132,953 shares

    0.52% of the 13F portfolio, value $4,443,467.

    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 29,158 shares
    Change vs previous 13F +3,871 shares

    0.53% of the 13F portfolio, value $3,957,280.

    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 25,287 shares
    Change vs previous 13F +269 shares

    0.42% of the 13F portfolio, value $3,075,174.

    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 25,018 shares
    Change vs previous 13F -79,057 shares

    0.44% of the 13F portfolio, value $3,063,435.

    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 104,075 shares
    Change vs previous 13F +92,273 shares

    1.92% of the 13F portfolio, value $12,194,464.

    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 11,802 shares
    Change vs previous 13F +7,886 shares

    0.25% of the 13F portfolio, value $1,429,478.

    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 3,916 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $439,651.

    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).