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CapWealth Advisors, LLC: FMCKJ position timeline

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

CapWealth Advisors, LLC held 1,986,709 FMCKJ 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 1,986,709 shares
    Change vs previous 13F +27,295 shares

    1.01% of the 13F portfolio, value $13,310,950.

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

  2. period ended2026-06-30
    13F 1,959,414 shares
    Change vs previous 13F +10,949 shares

    1.36% of the 13F portfolio, value $19,790,081.

    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 1,948,465 shares
    Change vs previous 13F -22,037 shares

    1.63% of the 13F portfolio, value $22,017,655.

    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 1,970,502 shares
    Change vs previous 13F -90,917 shares

    1.94% of the 13F portfolio, value $28,376,632.

    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 2,061,419 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $32,241,435.

    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).