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Capital Advisors Wealth Management, LLC: MUB position timeline

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

Capital Advisors Wealth Management, LLC held 7,973 MUB 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 7,973 shares
    Change vs previous 13F -24,858 shares

    0.09% of the 13F portfolio, value $806,053.

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

  2. period ended2026-06-30
    13F 32,831 shares
    Change vs previous 13F -1,663 shares

    0.42% of the 13F portfolio, value $3,533,285.

    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 34,494 shares
    Change vs previous 13F +274 shares

    0.49% of the 13F portfolio, value $3,661,533.

    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 34,220 shares
    Change vs previous 13F -9,529 shares

    0.5% of the 13F portfolio, value $3,665,328.

    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 43,749 shares
    Change vs previous 13F -2,094 shares

    0.66% of the 13F portfolio, value $4,658,846.

    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 45,843 shares
    Change vs previous 13F +7,651 shares

    0.75% of the 13F portfolio, value $4,789,672.

    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 38,192 shares
    Change vs previous 13F +2,727 shares

    0.71% of the 13F portfolio, value $4,026,988.

    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 35,465 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,778,809.

    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).