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Capital Advisors Wealth Management, LLC: NUV position timeline

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

Capital Advisors Wealth Management, LLC held 62,063 NUV 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 62,063 shares
    Change vs previous 13F +6,284 shares

    0.06% of the 13F portfolio, value $514,501.

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

  2. period ended2026-06-30
    13F 55,779 shares
    Change vs previous 13F +5,609 shares

    0.06% of the 13F portfolio, value $514,280.

    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 50,170 shares
    Change vs previous 13F +13,450 shares

    0.06% of the 13F portfolio, value $451,027.

    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 36,720 shares
    Change vs previous 13F +8,668 shares

    0.05% of the 13F portfolio, value $332,686.

    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 28,052 shares
    Change vs previous 13F +5,720 shares

    0.04% of the 13F portfolio, value $251,909.

    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 22,332 shares
    Change vs previous 13F +7,530 shares

    0.03% of the 13F portfolio, value $194,068.

    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 14,802 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $129,815.

    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).