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Capital Advisors Wealth Management, LLC: VTEB position timeline

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

Capital Advisors Wealth Management, LLC held 163,721 VTEB 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 163,721 shares
    Change vs previous 13F +11,577 shares

    0.87% of the 13F portfolio, value $7,753,846.

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

  2. period ended2026-06-30
    13F 152,144 shares
    Change vs previous 13F +1,853 shares

    0.9% of the 13F portfolio, value $7,695,420.

    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 150,291 shares
    Change vs previous 13F +13,417 shares

    1.01% of the 13F portfolio, value $7,498,017.

    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 136,874 shares
    Change vs previous 13F +7,259 shares

    0.94% of the 13F portfolio, value $6,883,383.

    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 129,615 shares
    Change vs previous 13F +8,177 shares

    0.93% of the 13F portfolio, value $6,489,820.

    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 121,438 shares
    Change vs previous 13F +36,437 shares

    0.94% of the 13F portfolio, value $5,954,107.

    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 85,001 shares
    Change vs previous 13F +7,627 shares

    0.75% of the 13F portfolio, value $4,217,725.

    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 77,374 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,878,750.

    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).