Skip to content
Disclosery

Capital Advisors Wealth Management, LLC: VCIT position timeline

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

Capital Advisors Wealth Management, LLC held 194,760 VCIT 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 194,760 shares
    Change vs previous 13F -244,057 shares

    1.72% of the 13F portfolio, value $15,251,659.

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

  2. period ended2026-06-30
    13F 438,817 shares
    Change vs previous 13F +15,644 shares

    4.26% of the 13F portfolio, value $36,268,220.

    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 423,173 shares
    Change vs previous 13F +33,838 shares

    4.7% of the 13F portfolio, value $35,017,534.

    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 389,335 shares
    Change vs previous 13F +4,444 shares

    4.44% of the 13F portfolio, value $32,606,807.

    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 384,891 shares
    Change vs previous 13F +9,147 shares

    4.62% of the 13F portfolio, value $32,373,187.

    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 375,744 shares
    Change vs previous 13F -1,909 shares

    4.9% of the 13F portfolio, value $31,156,703.

    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 377,653 shares
    Change vs previous 13F +13,153 shares

    5.46% of the 13F portfolio, value $30,876,877.

    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 364,500 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $29,258,398.

    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).