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Capital Advisors Wealth Management, LLC: IEFA position timeline

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

Capital Advisors Wealth Management, LLC held 18,160 IEFA 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 18,160 shares
    Change vs previous 13F +2,177 shares

    0.2% of the 13F portfolio, value $1,759,295.

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

  2. period ended2026-06-30
    13F 15,983 shares
    Change vs previous 13F +1,178 shares

    0.18% of the 13F portfolio, value $1,543,605.

    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 14,805 shares
    Change vs previous 13F +2,163 shares

    0.18% of the 13F portfolio, value $1,340,309.

    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 12,642 shares
    Change vs previous 13F +2,455 shares

    0.15% of the 13F portfolio, value $1,130,965.

    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 10,187 shares
    Change vs previous 13F +7,306 shares

    0.13% of the 13F portfolio, value $889,459.

    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 2,881 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $240,536.

    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 2,894 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $218,931.

    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 2,880 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,406.

    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).