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Capital Advisors Wealth Management, LLC: QQQ position timeline

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

Capital Advisors Wealth Management, LLC held 49,275 QQQ 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 49,275 shares
    Change vs previous 13F +846 shares

    4.11% of the 13F portfolio, value $36,451,811.

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

  2. period ended2026-06-30
    13F 48,429 shares
    Change vs previous 13F +4,265 shares

    4.19% of the 13F portfolio, value $35,663,154.

    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 44,164 shares
    Change vs previous 13F -2,603 shares

    3.42% of the 13F portfolio, value $25,490,521.

    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 46,767 shares
    Change vs previous 13F +858 shares

    3.91% of the 13F portfolio, value $28,729,565.

    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 45,909 shares
    Change vs previous 13F +3,740 shares

    3.93% of the 13F portfolio, value $27,562,445.

    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 42,169 shares
    Change vs previous 13F +2,628 shares

    3.66% of the 13F portfolio, value $23,261,904.

    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 39,541 shares
    Change vs previous 13F -1,490 shares

    3.28% of the 13F portfolio, value $18,541,763.

    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 41,031 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $20,976,373.

    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).