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Capital Advisors Wealth Management, LLC: JMEE position timeline

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

Capital Advisors Wealth Management, LLC held 20,814 JMEE 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 20,814 shares
    Change vs previous 13F +951 shares

    0.17% of the 13F portfolio, value $1,531,502.

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

  2. period ended2026-06-30
    13F 19,863 shares
    Change vs previous 13F -418 shares

    0.18% of the 13F portfolio, value $1,549,924.

    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 20,281 shares
    Change vs previous 13F -193,684 shares

    0.18% of the 13F portfolio, value $1,354,169.

    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 213,965 shares
    Change vs previous 13F +11,582 shares

    1.88% of the 13F portfolio, value $13,775,090.

    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 202,383 shares
    Change vs previous 13F +197,250 shares

    1.83% of the 13F portfolio, value $12,837,138.

    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 5,133 shares
    Change vs previous 13F +733 shares

    0.05% of the 13F portfolio, value $303,911.

    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 4,400 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $246,298.

    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).