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
- period ended2026-09-3013F 509,193 sharesChange 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 - period ended2026-06-3013F 448,990 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 75,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 70,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).