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Capital Advisors Wealth Management, LLC: VIG position timeline

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

Capital Advisors Wealth Management, LLC held 196,568 VIG 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 196,568 shares
    Change vs previous 13F -11,774 shares

    5.17% of the 13F portfolio, value $45,861,339.

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

  2. period ended2026-06-30
    13F 208,342 shares
    Change vs previous 13F +8,016 shares

    5.79% of the 13F portfolio, value $49,297,822.

    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 200,326 shares
    Change vs previous 13F -6,226 shares

    5.79% of the 13F portfolio, value $43,082,068.

    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 206,552 shares
    Change vs previous 13F +7,067 shares

    6.18% of the 13F portfolio, value $45,396,085.

    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 199,485 shares
    Change vs previous 13F +3,316 shares

    6.14% of the 13F portfolio, value $43,046,782.

    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 196,169 shares
    Change vs previous 13F +6,488 shares

    6.31% of the 13F portfolio, value $40,149,836.

    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 189,681 shares
    Change vs previous 13F +29,187 shares

    6.5% of the 13F portfolio, value $36,796,126.

    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 160,494 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $31,429,563.

    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).