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Disclosery

CapWealth Advisors, LLC: SOLS position timeline

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

CapWealth Advisors, LLC held 0 SOLS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -58,063 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 58,063 shares
    Change vs previous 13F -384 shares

    0.33% of the 13F portfolio, value $4,422,083.

    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).

  3. period ended2025-12-31
    13F/A 58,447 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,839,355.

    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).