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Capital Advisors Wealth Management, LLC: SHM position timeline

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

Capital Advisors Wealth Management, LLC held 28,849 SHM 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 28,849 shares
    Change vs previous 13F +8,074 shares

    0.15% of the 13F portfolio, value $1,345,809.

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

  2. period ended2026-06-30
    13F 20,775 shares
    Change vs previous 13F -13,634 shares

    0.12% of the 13F portfolio, value $996,476.

    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 34,409 shares
    Change vs previous 13F -1,517 shares

    0.22% of the 13F portfolio, value $1,645,777.

    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 35,926 shares
    Change vs previous 13F +153 shares

    0.23% of the 13F portfolio, value $1,724,097.

    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 35,773 shares
    Change vs previous 13F +7,234 shares

    0.25% of the 13F portfolio, value $1,724,978.

    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 28,539 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,364,999.

    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).