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CapWealth Advisors, LLC: NG position timeline

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

CapWealth Advisors, LLC held 509,193 NG 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 509,193 shares
    Change vs previous 13F +60,203 shares

    0.25% of the 13F portfolio, value $3,309,755.

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

  2. period ended2026-06-30
    13F 448,990 shares
    Change vs previous 13F +373,990 shares

    0.18% of the 13F portfolio, value $2,680,470.

    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 75,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $673,500.

    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 75,000 shares
    Change vs previous 13F +5,000 shares

    0.05% of the 13F portfolio, value $699,000.

    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 70,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $616,000.

    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).