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Capital Advisors Wealth Management, LLC: VXF position timeline

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

Capital Advisors Wealth Management, LLC held 5,503 VXF 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 5,503 shares
    Change vs previous 13F +665 shares

    0.14% of the 13F portfolio, value $1,274,618.

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

  2. period ended2026-06-30
    13F 4,838 shares
    Change vs previous 13F +512 shares

    0.14% of the 13F portfolio, value $1,191,079.

    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 4,326 shares
    Change vs previous 13F +476 shares

    0.12% of the 13F portfolio, value $890,247.

    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 3,850 shares
    Change vs previous 13F +903 shares

    0.11% of the 13F portfolio, value $805,108.

    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 2,947 shares
    Change vs previous 13F +1,038 shares

    0.09% of the 13F portfolio, value $616,865.

    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 1,909 shares
    Change vs previous 13F -427 shares

    0.06% of the 13F portfolio, value $367,967.

    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 2,336 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $402,422.

    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 2,333 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $443,227.

    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).