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Capital Advisors Wealth Management, LLC: VYMI position timeline

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

Capital Advisors Wealth Management, LLC held 173,101 VYMI 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 173,101 shares
    Change vs previous 13F +5,031 shares

    1.97% of the 13F portfolio, value $17,505,701.

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

  2. period ended2026-06-30
    13F 168,070 shares
    Change vs previous 13F +3,842 shares

    1.94% of the 13F portfolio, value $16,504,518.

    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 164,228 shares
    Change vs previous 13F +3,714 shares

    2.08% of the 13F portfolio, value $15,476,804.

    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 160,514 shares
    Change vs previous 13F +4,844 shares

    1.97% of the 13F portfolio, value $14,446,257.

    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 155,670 shares
    Change vs previous 13F +25,685 shares

    1.88% of the 13F portfolio, value $13,182,167.

    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 129,985 shares
    Change vs previous 13F +12,434 shares

    1.64% of the 13F portfolio, value $10,413,090.

    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 117,551 shares
    Change vs previous 13F -5,142 shares

    1.53% of the 13F portfolio, value $8,662,302.

    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 122,693 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $8,328,404.

    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).