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Capital Advisors Wealth Management, LLC: JPST position timeline

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

Capital Advisors Wealth Management, LLC held 641,491 JPST 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 641,491 shares
    Change vs previous 13F +213,720 shares

    3.64% of the 13F portfolio, value $32,311,906.

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

  2. period ended2026-06-30
    13F 427,771 shares
    Change vs previous 13F -18,841 shares

    2.54% of the 13F portfolio, value $21,632,392.

    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 446,612 shares
    Change vs previous 13F +988 shares

    3.04% of the 13F portfolio, value $22,603,049.

    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 445,624 shares
    Change vs previous 13F +25,429 shares

    3.07% of the 13F portfolio, value $22,544,127.

    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 420,195 shares
    Change vs previous 13F -158 shares

    3.04% of the 13F portfolio, value $21,316,488.

    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 420,353 shares
    Change vs previous 13F +83,195 shares

    3.35% of the 13F portfolio, value $21,303,470.

    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 337,158 shares
    Change vs previous 13F +27,301 shares

    3.02% of the 13F portfolio, value $17,070,315.

    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 309,857 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $15,607,485.

    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).