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Capital Advisors Wealth Management, LLC: SPY position timeline

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

Capital Advisors Wealth Management, LLC held 27,102 SPY 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 27,102 shares
    Change vs previous 13F +722 shares

    2.33% of the 13F portfolio, value $20,669,140.

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

  2. period ended2026-06-30
    13F 26,380 shares
    Change vs previous 13F +4,988 shares

    2.32% of the 13F portfolio, value $19,699,524.

    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 21,392 shares
    Change vs previous 13F +615 shares

    1.87% of the 13F portfolio, value $13,912,366.

    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 20,777 shares
    Change vs previous 13F +635 shares

    1.93% of the 13F portfolio, value $14,168,048.

    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 20,142 shares
    Change vs previous 13F +2,570 shares

    1.92% of the 13F portfolio, value $13,418,449.

    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 17,572 shares
    Change vs previous 13F +939 shares

    1.71% of the 13F portfolio, value $10,857,077.

    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 16,633 shares
    Change vs previous 13F +887 shares

    1.64% of the 13F portfolio, value $9,304,146.

    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 15,746 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $9,228,598.

    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).