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Capital Advisors Wealth Management, LLC: VB position timeline

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

Capital Advisors Wealth Management, LLC held 48,022 VB 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 48,022 shares
    Change vs previous 13F +4,332 shares

    1.54% of the 13F portfolio, value $13,661,883.

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

  2. period ended2026-06-30
    13F 43,690 shares
    Change vs previous 13F +1,309 shares

    1.56% of the 13F portfolio, value $13,243,377.

    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 42,381 shares
    Change vs previous 13F +16,160 shares

    1.49% of the 13F portfolio, value $11,100,359.

    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 26,221 shares
    Change vs previous 13F +145 shares

    0.92% of the 13F portfolio, value $6,763,613.

    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 26,076 shares
    Change vs previous 13F +7,621 shares

    0.95% of the 13F portfolio, value $6,630,722.

    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 18,455 shares
    Change vs previous 13F +16,600 shares

    0.69% of the 13F portfolio, value $4,373,447.

    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 1,855 shares
    Change vs previous 13F +308 shares

    0.07% of the 13F portfolio, value $411,402.

    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 1,547 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $371,638.

    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).