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Capital Advisors Wealth Management, LLC: VBR position timeline

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

Capital Advisors Wealth Management, LLC held 11,487 VBR 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 11,487 shares
    Change vs previous 13F -29 shares

    0.3% of the 13F portfolio, value $2,653,798.

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

  2. period ended2026-06-30
    13F 11,516 shares
    Change vs previous 13F -408 shares

    0.33% of the 13F portfolio, value $2,798,210.

    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 11,924 shares
    Change vs previous 13F -201 shares

    0.35% of the 13F portfolio, value $2,590,490.

    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 12,125 shares
    Change vs previous 13F -62 shares

    0.35% of the 13F portfolio, value $2,567,948.

    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 12,187 shares
    Change vs previous 13F -1,168 shares

    0.36% of the 13F portfolio, value $2,543,650.

    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 13,355 shares
    Change vs previous 13F -36,753 shares

    0.41% of the 13F portfolio, value $2,604,297.

    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 50,108 shares
    Change vs previous 13F -589 shares

    1.65% of the 13F portfolio, value $9,334,582.

    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 50,697 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $10,047,132.

    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).