Skip to content
Disclosery

Capital Advisors Wealth Management, LLC: IDV position timeline

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

Capital Advisors Wealth Management, LLC held 279,270 IDV 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 279,270 shares
    Change vs previous 13F +15,235 shares

    1.33% of the 13F portfolio, value $11,782,408.

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

  2. period ended2026-06-30
    13F 264,035 shares
    Change vs previous 13F +20,639 shares

    1.29% of the 13F portfolio, value $10,938,965.

    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 243,396 shares
    Change vs previous 13F +14,337 shares

    1.39% of the 13F portfolio, value $10,358,938.

    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 229,059 shares
    Change vs previous 13F +23,034 shares

    1.23% of the 13F portfolio, value $9,036,370.

    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 206,025 shares
    Change vs previous 13F +21,884 shares

    1.07% of the 13F portfolio, value $7,530,197.

    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 184,141 shares
    Change vs previous 13F +79,657 shares

    1% of the 13F portfolio, value $6,354,697.

    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 104,484 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,241,094.

    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).