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Capital Advisors Wealth Management, LLC: JPSE position timeline

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

Capital Advisors Wealth Management, LLC held 92,167 JPSE 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 92,167 shares
    Change vs previous 13F +1,016 shares

    0.59% of the 13F portfolio, value $5,190,857.

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

  2. period ended2026-06-30
    13F 91,151 shares
    Change vs previous 13F +224 shares

    0.64% of the 13F portfolio, value $5,484,089.

    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 90,927 shares
    Change vs previous 13F -4,360 shares

    0.64% of the 13F portfolio, value $4,767,328.

    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 95,287 shares
    Change vs previous 13F -80 shares

    0.65% of the 13F portfolio, value $4,771,417.

    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 95,367 shares
    Change vs previous 13F +4,393 shares

    0.68% of the 13F portfolio, value $4,750,234.

    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 90,974 shares
    Change vs previous 13F -358,098 shares

    0.65% of the 13F portfolio, value $4,138,218.

    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 449,072 shares
    Change vs previous 13F +65,809 shares

    3.46% of the 13F portfolio, value $19,575,027.

    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 383,263 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $17,940,030.

    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).