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CapWealth Advisors, LLC: ET position timeline

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

CapWealth Advisors, LLC held 24,720 ET 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 24,720 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $488,714.

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

  2. period ended2026-06-30
    13F 24,720 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $472,646.

    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 24,720 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $477,096.

    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 24,720 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $407,633.

    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 24,720 shares
    Change vs previous 13F +7,295 shares

    0.03% of the 13F portfolio, value $424,195.

    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 17,425 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $315,915.

    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 17,125 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $318,354.

    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 17,125 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $335,479.

    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).