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Capital Advisors Wealth Management, LLC: KOF position timeline

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

Capital Advisors Wealth Management, LLC held 10,111 KOF 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 10,111 shares
    Change vs previous 13F +330 shares

    0.12% of the 13F portfolio, value $1,092,392.

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

  2. period ended2026-06-30
    13F 9,781 shares
    Change vs previous 13F +800 shares

    0.12% of the 13F portfolio, value $1,039,231.

    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 8,981 shares
    Change vs previous 13F +105 shares

    0.12% of the 13F portfolio, value $876,097.

    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 8,876 shares
    Change vs previous 13F -467 shares

    0.11% of the 13F portfolio, value $840,646.

    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 9,343 shares
    Change vs previous 13F +431 shares

    0.11% of the 13F portfolio, value $776,403.

    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 8,912 shares
    Change vs previous 13F +420 shares

    0.14% of the 13F portfolio, value $862,058.

    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 8,492 shares
    Change vs previous 13F -132 shares

    0.14% of the 13F portfolio, value $775,235.

    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 8,624 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $671,723.

    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).