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Capital Advisors Wealth Management, LLC: SGOV position timeline

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

Capital Advisors Wealth Management, LLC held 92,926 SGOV 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 92,926 shares
    Change vs previous 13F +29,875 shares

    1.05% of the 13F portfolio, value $9,355,761.

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

  2. period ended2026-06-30
    13F 63,051 shares
    Change vs previous 13F -34,664 shares

    0.75% of the 13F portfolio, value $6,347,366.

    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 97,715 shares
    Change vs previous 13F +47,431 shares

    1.32% of the 13F portfolio, value $9,835,977.

    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 50,284 shares
    Change vs previous 13F -39,726 shares

    0.69% of the 13F portfolio, value $5,047,552.

    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 90,010 shares
    Change vs previous 13F -3,444 shares

    1.29% of the 13F portfolio, value $9,064,027.

    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 93,454 shares
    Change vs previous 13F +42,810 shares

    1.48% of the 13F portfolio, value $9,409,837.

    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 50,644 shares
    Change vs previous 13F +29,419 shares

    0.9% of the 13F portfolio, value $5,098,328.

    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 21,225 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,129,253.

    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).