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Capital Advisors Wealth Management, LLC: JIVE position timeline

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

Capital Advisors Wealth Management, LLC held 18,860 JIVE 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 18,860 shares
    Change vs previous 13F +5,279 shares

    0.2% of the 13F portfolio, value $1,795,840.

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

  2. period ended2026-06-30
    13F 13,581 shares
    Change vs previous 13F +1,634 shares

    0.15% of the 13F portfolio, value $1,248,852.

    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 11,947 shares
    Change vs previous 13F +4,981 shares

    0.14% of the 13F portfolio, value $1,023,156.

    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 6,966 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $559,238.

    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).