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Capital Advisors Wealth Management, LLC: PFF position timeline

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

Capital Advisors Wealth Management, LLC held 8,830 PFF 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 8,830 shares
    Change vs previous 13F -1,826 shares

    0.03% of the 13F portfolio, value $260,477.

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

  2. period ended2026-06-30
    13F 10,656 shares
    Change vs previous 13F -3,722 shares

    0.04% of the 13F portfolio, value $324,909.

    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 14,378 shares
    Change vs previous 13F +94 shares

    0.06% of the 13F portfolio, value $435,936.

    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 14,284 shares
    Change vs previous 13F -8,337 shares

    0.06% of the 13F portfolio, value $442,223.

    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 22,621 shares
    Change vs previous 13F -2,316 shares

    0.1% of the 13F portfolio, value $715,271.

    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 24,937 shares
    Change vs previous 13F -220,227 shares

    0.12% of the 13F portfolio, value $765,064.

    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 245,164 shares
    Change vs previous 13F +234,012 shares

    1.33% of the 13F portfolio, value $7,533,875.

    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 11,152 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $350,620.

    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).