CapWealth Advisors, LLC: MU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on MU, newest first. How the timeline and the estimate are built.
CapWealth Advisors, LLC held 1,065 MU shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 1,065 sharesChange vs previous 13F +20 shares
0.09% of the 13F portfolio, value $1,134,342.
13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 1,045 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,206,233.
13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,045 sharesChange vs previous 13F -955 shares
0.03% of the 13F portfolio, value $353,043.
13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 2,000 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $570,820.
13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 2,000 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $334,640.
13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,000 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $246,500.
13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).