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Capital Advisors Wealth Management, LLC: IEF position timeline

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

Capital Advisors Wealth Management, LLC held 45,581 IEF 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 45,581 shares
    Change vs previous 13F -1,171 shares

    0.46% of the 13F portfolio, value $4,070,837.

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

  2. period ended2026-06-30
    13F 46,752 shares
    Change vs previous 13F +4,371 shares

    0.52% of the 13F portfolio, value $4,421,355.

    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 42,381 shares
    Change vs previous 13F -3,344 shares

    0.54% of the 13F portfolio, value $4,044,805.

    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 45,725 shares
    Change vs previous 13F -9 shares

    0.6% of the 13F portfolio, value $4,396,895.

    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 45,734 shares
    Change vs previous 13F -23,780 shares

    0.63% of the 13F portfolio, value $4,411,528.

    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 69,514 shares
    Change vs previous 13F +66,733 shares

    1.05% of the 13F portfolio, value $6,657,335.

    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 2,781 shares
    Change vs previous 13F -236 shares

    0.05% of the 13F portfolio, value $265,196.

    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 3,017 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $278,885.

    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).