Skip to content
Disclosery

Capital Advisors Wealth Management, LLC: PWR position timeline

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

Capital Advisors Wealth Management, LLC held 3,849 PWR 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 3,849 shares
    Change vs previous 13F +61 shares

    0.28% of the 13F portfolio, value $2,473,093.

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

  2. period ended2026-06-30
    13F 3,788 shares
    Change vs previous 13F +1,337 shares

    0.32% of the 13F portfolio, value $2,727,425.

    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 2,451 shares
    Change vs previous 13F +126 shares

    0.18% of the 13F portfolio, value $1,345,480.

    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 2,325 shares
    Change vs previous 13F +334 shares

    0.13% of the 13F portfolio, value $981,478.

    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 1,991 shares
    Change vs previous 13F +33 shares

    0.12% of the 13F portfolio, value $825,213.

    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 1,958 shares
    Change vs previous 13F +118 shares

    0.12% of the 13F portfolio, value $740,277.

    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 1,840 shares
    Change vs previous 13F +503 shares

    0.08% of the 13F portfolio, value $467,614.

    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 1,337 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $422,411.

    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).