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Capital Advisors Wealth Management, LLC: JPIE position timeline

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

Capital Advisors Wealth Management, LLC held 949,910 JPIE 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 949,910 shares
    Change vs previous 13F +237,167 shares

    4.81% of the 13F portfolio, value $42,641,449.

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

  2. period ended2026-06-30
    13F 712,743 shares
    Change vs previous 13F +55,788 shares

    3.86% of the 13F portfolio, value $32,821,836.

    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 656,955 shares
    Change vs previous 13F +8,225 shares

    4.06% of the 13F portfolio, value $30,265,915.

    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 648,730 shares
    Change vs previous 13F +112,666 shares

    4.09% of the 13F portfolio, value $30,029,724.

    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 536,064 shares
    Change vs previous 13F +18,907 shares

    3.55% of the 13F portfolio, value $24,878,712.

    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 517,157 shares
    Change vs previous 13F +44,018 shares

    3.76% of the 13F portfolio, value $23,954,708.

    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 473,139 shares
    Change vs previous 13F +2,257 shares

    3.85% of the 13F portfolio, value $21,797,513.

    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 470,882 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $21,481,659.

    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).