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Capital Advisors Wealth Management, LLC: JEPI position timeline

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

Capital Advisors Wealth Management, LLC held 131,738 JEPI 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 131,738 shares
    Change vs previous 13F +1,855 shares

    0.84% of the 13F portfolio, value $7,406,321.

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

  2. period ended2026-06-30
    13F 129,883 shares
    Change vs previous 13F -699 shares

    0.86% of the 13F portfolio, value $7,335,767.

    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 130,582 shares
    Change vs previous 13F +8,792 shares

    0.99% of the 13F portfolio, value $7,401,415.

    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 121,790 shares
    Change vs previous 13F +9,522 shares

    0.95% of the 13F portfolio, value $6,971,270.

    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 112,268 shares
    Change vs previous 13F +6,188 shares

    0.91% of the 13F portfolio, value $6,410,475.

    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 106,080 shares
    Change vs previous 13F +1,980 shares

    0.95% of the 13F portfolio, value $6,030,663.

    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 104,100 shares
    Change vs previous 13F +5,918 shares

    1.05% of the 13F portfolio, value $5,948,268.

    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 98,182 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,648,406.

    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).