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Capital Advisors Wealth Management, LLC: IWF position timeline

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

Capital Advisors Wealth Management, LLC held 294,833 IWF 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 294,833 shares
    Change vs previous 13F -8,956 shares

    4.16% of the 13F portfolio, value $36,930,772.

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

  2. period ended2026-06-30
    13F 303,789 shares
    Change vs previous 13F +230,049 shares

    4.43% of the 13F portfolio, value $37,721,520.

    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 73,740 shares
    Change vs previous 13F -10,075 shares

    4.22% of the 13F portfolio, value $31,442,685.

    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 83,815 shares
    Change vs previous 13F -36 shares

    5.4% of the 13F portfolio, value $39,669,715.

    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 83,851 shares
    Change vs previous 13F +1,694 shares

    5.61% of the 13F portfolio, value $39,276,621.

    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 82,157 shares
    Change vs previous 13F +2,258 shares

    5.48% of the 13F portfolio, value $34,882,103.

    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 79,899 shares
    Change vs previous 13F -9,556 shares

    5.1% of the 13F portfolio, value $28,850,781.

    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 89,455 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $35,923,211.

    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).