CapWealth Advisors, LLC: CI position timeline

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

CapWealth Advisors, LLC held 0 CI shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -1,357 shares
13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
Accepted 2026-10-05 14:59:23 UTC, ingested 2026-10-06 10:25:06 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 1,357 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $374,098.
13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
Filed 2026-07-28 (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).