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Capital Advisors Wealth Management, LLC: VEA position timeline

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

Capital Advisors Wealth Management, LLC held 24,221 VEA 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 24,221 shares
    Change vs previous 13F +194 shares

    0.19% of the 13F portfolio, value $1,710,256.

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

  2. period ended2026-06-30
    13F 24,027 shares
    Change vs previous 13F +208 shares

    0.2% of the 13F portfolio, value $1,711,905.

    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 23,819 shares
    Change vs previous 13F +550 shares

    0.2% of the 13F portfolio, value $1,526,338.

    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 23,269 shares
    Change vs previous 13F +744 shares

    0.2% of the 13F portfolio, value $1,453,602.

    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 22,525 shares
    Change vs previous 13F +1,068 shares

    0.19% of the 13F portfolio, value $1,349,699.

    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 21,457 shares
    Change vs previous 13F +2,920 shares

    0.19% of the 13F portfolio, value $1,223,244.

    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 18,537 shares
    Change vs previous 13F +1,815 shares

    0.17% of the 13F portfolio, value $942,221.

    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 16,722 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $799,660.

    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).