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Capital Advisors Wealth Management, LLC: SLB position timeline

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

Capital Advisors Wealth Management, LLC held 4,548 SLB 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 4,548 shares
    Change vs previous 13F -2,999 shares

    0.02% of the 13F portfolio, value $221,572.

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

  2. period ended2026-06-30
    13F 7,547 shares
    Change vs previous 13F +4,604 shares

    0.04% of the 13F portfolio, value $350,845.

    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 2,943 shares
    Change vs previous 13F -10,600 shares

    0.02% of the 13F portfolio, value $151,266.

    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 13,543 shares
    Change vs previous 13F +2,903 shares

    0.07% of the 13F portfolio, value $519,792.

    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 10,640 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $365,698.

    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 10,630 shares
    Change vs previous 13F +2,000 shares

    0.06% of the 13F portfolio, value $359,287.

    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 8,630 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $360,717.

    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).