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Capital Advisors Wealth Management, LLC: SOFI position timeline

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

Capital Advisors Wealth Management, LLC held 113,257 SOFI 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 113,257 shares
    Change vs previous 13F +95 shares

    0.2% of the 13F portfolio, value $1,780,400.

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

  2. period ended2026-06-30
    13F 113,162 shares
    Change vs previous 13F +2,370 shares

    0.24% of the 13F portfolio, value $2,028,995.

    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 110,792 shares
    Change vs previous 13F +1,309 shares

    0.24% of the 13F portfolio, value $1,759,377.

    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 109,483 shares
    Change vs previous 13F +401 shares

    0.39% of the 13F portfolio, value $2,866,265.

    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 109,082 shares
    Change vs previous 13F -1,275 shares

    0.41% of the 13F portfolio, value $2,881,946.

    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 110,357 shares
    Change vs previous 13F -345 shares

    0.32% of the 13F portfolio, value $2,009,601.

    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 110,702 shares
    Change vs previous 13F -1,185 shares

    0.23% of the 13F portfolio, value $1,287,464.

    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 111,887 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,723,060.

    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).