Capital Advisors Wealth Management, LLC: WPM position timeline

Capital Advisors Wealth Management, LLC held 6,706 WPM 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 6,706 shares

   Change vs previous 13F +303 shares

   0.1% of the 13F portfolio, value $896,726.

   13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
   Accepted 2026-10-09 20:57:40 UTC, ingested 2026-10-09 20:58:07 UTC

2. period ended2026-06-30

   13F 6,403 shares

   Change vs previous 13F -98 shares

   0.08% of the 13F portfolio, value $719,185.

   13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 6,501 shares

   Change vs previous 13F +3,403 shares

   0.11% of the 13F portfolio, value $851,696.

   13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 3,098 shares

   Change vs previous 13F +675 shares

   0.05% of the 13F portfolio, value $364,077.

   13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 2,423 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $270,988.

   13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).