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Capital Advisors Wealth Management, LLC: VGT position timeline

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

Capital Advisors Wealth Management, LLC held 248,225 VGT 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 248,225 shares
    Change vs previous 13F +1,058 shares

    3.52% of the 13F portfolio, value $31,194,486.

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

  2. period ended2026-06-30
    13F 247,167 shares
    Change vs previous 13F +216,636 shares

    3.47% of the 13F portfolio, value $29,541,429.

    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 30,531 shares
    Change vs previous 13F -7,270 shares

    2.86% of the 13F portfolio, value $21,301,788.

    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 37,801 shares
    Change vs previous 13F -59 shares

    3.88% of the 13F portfolio, value $28,493,935.

    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 37,860 shares
    Change vs previous 13F +166 shares

    4.03% of the 13F portfolio, value $28,267,083.

    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 37,694 shares
    Change vs previous 13F +815 shares

    3.93% of the 13F portfolio, value $25,001,871.

    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 36,879 shares
    Change vs previous 13F -741 shares

    3.53% of the 13F portfolio, value $20,002,582.

    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 37,620 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $23,392,164.

    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).