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Capital Advisors Wealth Management, LLC: VTV position timeline

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

Capital Advisors Wealth Management, LLC held 59,095 VTV 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 59,095 shares
    Change vs previous 13F +8,017 shares

    1.44% of the 13F portfolio, value $12,769,328.

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

  2. period ended2026-06-30
    13F 51,078 shares
    Change vs previous 13F +5,149 shares

    1.31% of the 13F portfolio, value $11,131,505.

    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 45,929 shares
    Change vs previous 13F +37,681 shares

    1.21% of the 13F portfolio, value $9,011,277.

    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 8,248 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $1,575,224.

    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 8,273 shares
    Change vs previous 13F +373 shares

    0.22% of the 13F portfolio, value $1,542,802.

    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 7,900 shares
    Change vs previous 13F -181 shares

    0.22% of the 13F portfolio, value $1,396,270.

    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 8,081 shares
    Change vs previous 13F +156 shares

    0.25% of the 13F portfolio, value $1,395,935.

    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 7,925 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,341,728.

    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).