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Disclosery

CapWealth Advisors, LLC: DOW position timeline

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

CapWealth Advisors, LLC held 7,596 DOW shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,596 shares
    Change vs previous 13F -815,991 shares

    0.02% of the 13F portfolio, value $209,194.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 823,587 shares
    Change vs previous 13F +13,175 shares

    1.55% of the 13F portfolio, value $22,533,331.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, 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 810,412 shares
    Change vs previous 13F -7,246 shares

    2.51% of the 13F portfolio, value $33,753,668.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 817,658 shares
    Change vs previous 13F +18,602 shares

    1.31% of the 13F portfolio, value $19,116,833.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 799,056 shares
    Change vs previous 13F -13,345 shares

    1.26% of the 13F portfolio, value $18,322,345.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 812,401 shares
    Change vs previous 13F -38,136 shares

    2.12% of the 13F portfolio, value $21,512,370.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 850,537 shares
    Change vs previous 13F +64,870 shares

    3.22% of the 13F portfolio, value $29,700,741.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 785,667 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $31,528,832.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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