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Capital Advisors Wealth Management, LLC: IVV position timeline

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

Capital Advisors Wealth Management, LLC held 69,880 IVV 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 69,880 shares
    Change vs previous 13F +3,616 shares

    6.03% of the 13F portfolio, value $53,517,261.

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

  2. period ended2026-06-30
    13F 66,264 shares
    Change vs previous 13F +2,974 shares

    5.83% of the 13F portfolio, value $49,624,125.

    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 63,290 shares
    Change vs previous 13F +1,265 shares

    5.55% of the 13F portfolio, value $41,341,717.

    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 62,025 shares
    Change vs previous 13F +1,093 shares

    5.79% of the 13F portfolio, value $42,483,111.

    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 60,932 shares
    Change vs previous 13F +679 shares

    5.82% of the 13F portfolio, value $40,782,001.

    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 60,253 shares
    Change vs previous 13F -2,029 shares

    5.88% of the 13F portfolio, value $37,411,060.

    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 62,282 shares
    Change vs previous 13F +1,414 shares

    6.18% of the 13F portfolio, value $34,996,200.

    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 60,868 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $35,831,705.

    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).