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Capital Advisors Wealth Management, LLC: JPEF position timeline

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

Capital Advisors Wealth Management, LLC held 11,980 JPEF 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 11,980 shares
    Change vs previous 13F -182 shares

    0.11% of the 13F portfolio, value $973,634.

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

  2. period ended2026-06-30
    13F 12,162 shares
    Change vs previous 13F -214 shares

    0.11% of the 13F portfolio, value $976,955.

    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 12,376 shares
    Change vs previous 13F +1,448 shares

    0.12% of the 13F portfolio, value $888,704.

    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 10,928 shares
    Change vs previous 13F +425 shares

    0.11% of the 13F portfolio, value $816,174.

    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 10,503 shares
    Change vs previous 13F +1,211 shares

    0.11% of the 13F portfolio, value $778,176.

    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 9,292 shares
    Change vs previous 13F +602 shares

    0.1% of the 13F portfolio, value $651,753.

    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 8,690 shares
    Change vs previous 13F +1,384 shares

    0.1% of the 13F portfolio, value $553,229.

    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 7,306 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $490,333.

    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).