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Capital Advisors Wealth Management, LLC: VBK position timeline

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

Capital Advisors Wealth Management, LLC held 8,147 VBK 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 8,147 shares
    Change vs previous 13F -10 shares

    0.31% of the 13F portfolio, value $2,752,256.

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

  2. period ended2026-06-30
    13F 8,157 shares
    Change vs previous 13F -651 shares

    0.35% of the 13F portfolio, value $2,982,946.

    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 8,808 shares
    Change vs previous 13F -268 shares

    0.36% of the 13F portfolio, value $2,662,143.

    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 9,076 shares
    Change vs previous 13F -38 shares

    0.37% of the 13F portfolio, value $2,741,843.

    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 9,114 shares
    Change vs previous 13F -504 shares

    0.39% of the 13F portfolio, value $2,712,638.

    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 9,618 shares
    Change vs previous 13F -17,748 shares

    0.42% of the 13F portfolio, value $2,663,675.

    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 27,366 shares
    Change vs previous 13F -651 shares

    1.22% of the 13F portfolio, value $6,890,044.

    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 28,017 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $7,846,382.

    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).