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CapWealth Advisors, LLC: MA position timeline

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

CapWealth Advisors, LLC held 35,599 MA 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 35,599 shares
    Change vs previous 13F +2,348 shares

    1.48% of the 13F portfolio, value $19,631,781.

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

  2. period ended2026-06-30
    13F 33,251 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $17,077,714.

    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 ยง4.2).