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Capital Advisors Wealth Management, LLC: VYM position timeline

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

Capital Advisors Wealth Management, LLC held 103,664 VYM 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 103,664 shares
    Change vs previous 13F +3,149 shares

    1.81% of the 13F portfolio, value $16,088,576.

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

  2. period ended2026-06-30
    13F 100,515 shares
    Change vs previous 13F +111 shares

    1.87% of the 13F portfolio, value $15,884,464.

    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 100,404 shares
    Change vs previous 13F +1,901 shares

    2% of the 13F portfolio, value $14,869,810.

    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 98,503 shares
    Change vs previous 13F +3,899 shares

    1.93% of the 13F portfolio, value $14,137,137.

    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 94,604 shares
    Change vs previous 13F +2,526 shares

    1.9% of the 13F portfolio, value $13,334,404.

    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 92,078 shares
    Change vs previous 13F +5,846 shares

    1.93% of the 13F portfolio, value $12,274,940.

    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 86,232 shares
    Change vs previous 13F -22,969 shares

    1.96% of the 13F portfolio, value $11,120,463.

    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 109,201 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $13,932,903.

    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).