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Capital Advisors Wealth Management, LLC: VTI position timeline

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

Capital Advisors Wealth Management, LLC held 19,575 VTI 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 19,575 shares
    Change vs previous 13F +355 shares

    0.83% of the 13F portfolio, value $7,325,889.

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

  2. period ended2026-06-30
    13F 19,220 shares
    Change vs previous 13F +1,300 shares

    0.84% of the 13F portfolio, value $7,112,314.

    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 17,920 shares
    Change vs previous 13F +402 shares

    0.77% of the 13F portfolio, value $5,748,876.

    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 17,518 shares
    Change vs previous 13F +364 shares

    0.8% of the 13F portfolio, value $5,873,331.

    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 17,154 shares
    Change vs previous 13F +615 shares

    0.8% of the 13F portfolio, value $5,629,421.

    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 16,539 shares
    Change vs previous 13F -306 shares

    0.79% of the 13F portfolio, value $5,026,550.

    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 16,845 shares
    Change vs previous 13F +1,031 shares

    0.82% of the 13F portfolio, value $4,629,810.

    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 15,814 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,583,043.

    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).