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Capital Advisors Wealth Management, LLC: VNQ position timeline

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

Capital Advisors Wealth Management, LLC held 68,671 VNQ 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 68,671 shares
    Change vs previous 13F -1,120 shares

    0.69% of the 13F portfolio, value $6,155,013.

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

  2. period ended2026-06-30
    13F 69,791 shares
    Change vs previous 13F -1,434 shares

    0.79% of the 13F portfolio, value $6,729,961.

    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 71,225 shares
    Change vs previous 13F +783 shares

    0.85% of the 13F portfolio, value $6,317,684.

    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 70,442 shares
    Change vs previous 13F -787 shares

    0.85% of the 13F portfolio, value $6,233,437.

    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 71,229 shares
    Change vs previous 13F +2,141 shares

    0.93% of the 13F portfolio, value $6,511,743.

    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 69,088 shares
    Change vs previous 13F +3,282 shares

    0.97% of the 13F portfolio, value $6,152,979.

    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 65,806 shares
    Change vs previous 13F -28 shares

    1.05% of the 13F portfolio, value $5,958,115.

    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 65,834 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,864,520.

    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).