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Capital Advisors Wealth Management, LLC: RKLB position timeline

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

Capital Advisors Wealth Management, LLC held 14,756 RKLB 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 14,756 shares
    Change vs previous 13F +537 shares

    0.12% of the 13F portfolio, value $1,028,198.

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

  2. period ended2026-06-30
    13F 14,219 shares
    Change vs previous 13F +845 shares

    0.17% of the 13F portfolio, value $1,445,361.

    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 13,374 shares
    Change vs previous 13F -92 shares

    0.12% of the 13F portfolio, value $858,878.

    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 13,466 shares
    Change vs previous 13F +136 shares

    0.13% of the 13F portfolio, value $939,388.

    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 13,330 shares
    Change vs previous 13F +2,045 shares

    0.09% of the 13F portfolio, value $638,640.

    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 11,285 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $403,664.

    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).