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Capital Advisors Wealth Management, LLC: JCPB position timeline

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

Capital Advisors Wealth Management, LLC held 72,661 JCPB 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 72,661 shares
    Change vs previous 13F +10,363 shares

    0.37% of the 13F portfolio, value $3,253,766.

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

  2. period ended2026-06-30
    13F 62,298 shares
    Change vs previous 13F +4,672 shares

    0.34% of the 13F portfolio, value $2,924,258.

    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 57,626 shares
    Change vs previous 13F +2,098 shares

    0.36% of the 13F portfolio, value $2,713,047.

    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 55,528 shares
    Change vs previous 13F +4,841 shares

    0.36% of the 13F portfolio, value $2,629,232.

    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 50,687 shares
    Change vs previous 13F -743 shares

    0.34% of the 13F portfolio, value $2,410,182.

    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 51,430 shares
    Change vs previous 13F -39 shares

    0.38% of the 13F portfolio, value $2,420,278.

    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 51,469 shares
    Change vs previous 13F +15,602 shares

    0.43% of the 13F portfolio, value $2,421,118.

    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 35,867 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,652,393.

    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).