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Capital Advisors Wealth Management, LLC: XLP position timeline

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

Capital Advisors Wealth Management, LLC held 66,575 XLP 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 66,575 shares
    Change vs previous 13F -116 shares

    0.61% of the 13F portfolio, value $5,365,933.

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

  2. period ended2026-06-30
    13F 66,691 shares
    Change vs previous 13F +2,828 shares

    0.65% of the 13F portfolio, value $5,540,061.

    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 63,863 shares
    Change vs previous 13F -9 shares

    0.7% of the 13F portfolio, value $5,235,468.

    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 63,872 shares
    Change vs previous 13F -872 shares

    0.68% of the 13F portfolio, value $4,961,581.

    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 64,744 shares
    Change vs previous 13F +26,227 shares

    0.72% of the 13F portfolio, value $5,073,966.

    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 38,517 shares
    Change vs previous 13F -549 shares

    0.49% of the 13F portfolio, value $3,118,758.

    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 39,066 shares
    Change vs previous 13F +2,594 shares

    0.56% of the 13F portfolio, value $3,190,516.

    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 36,472 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,867,066.

    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).