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Capital Advisors Wealth Management, LLC: MLPA position timeline

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

Capital Advisors Wealth Management, LLC held 66,108 MLPA 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 66,108 shares
    Change vs previous 13F +1,948 shares

    0.4% of the 13F portfolio, value $3,519,607.

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

  2. period ended2026-06-30
    13F 64,160 shares
    Change vs previous 13F +7,115 shares

    0.4% of the 13F portfolio, value $3,405,634.

    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 57,045 shares
    Change vs previous 13F +396 shares

    0.41% of the 13F portfolio, value $3,073,009.

    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 56,649 shares
    Change vs previous 13F +6,953 shares

    0.37% of the 13F portfolio, value $2,742,366.

    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 49,696 shares
    Change vs previous 13F -67,839 shares

    0.34% of the 13F portfolio, value $2,406,280.

    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 117,535 shares
    Change vs previous 13F -12,894 shares

    0.93% of the 13F portfolio, value $5,900,272.

    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 130,429 shares
    Change vs previous 13F +108,496 shares

    1.23% of the 13F portfolio, value $6,942,731.

    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 21,933 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,083,703.

    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).