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Capital Advisors Wealth Management, LLC: MINT position timeline

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

Capital Advisors Wealth Management, LLC held 60,455 MINT 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 60,455 shares
    Change vs previous 13F +2,711 shares

    0.69% of the 13F portfolio, value $6,078,753.

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

  2. period ended2026-06-30
    13F 57,744 shares
    Change vs previous 13F +3,971 shares

    0.68% of the 13F portfolio, value $5,821,131.

    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 53,773 shares
    Change vs previous 13F +2,424 shares

    0.73% of the 13F portfolio, value $5,407,925.

    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 51,349 shares
    Change vs previous 13F +2,201 shares

    0.7% of the 13F portfolio, value $5,152,378.

    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 49,148 shares
    Change vs previous 13F +5,096 shares

    0.71% of the 13F portfolio, value $4,948,665.

    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 44,052 shares
    Change vs previous 13F +6,870 shares

    0.7% of the 13F portfolio, value $4,428,789.

    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 37,182 shares
    Change vs previous 13F +2,231 shares

    0.66% of the 13F portfolio, value $3,741,210.

    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 34,951 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,506,945.

    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).