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Disclosery

CapWealth Advisors, LLC: SPY position timeline

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

CapWealth Advisors, LLC held 4,126 SPY 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 4,126 shares
    Change vs previous 13F +782 shares

    0.24% of the 13F portfolio, value $3,146,611.

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

  2. period ended2026-06-30
    13F 3,344 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,497,199.

    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 3,344 shares
    Change vs previous 13F -88 shares

    0.16% of the 13F portfolio, value $2,174,737.

    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 3,432 shares
    Change vs previous 13F -69 shares

    0.16% of the 13F portfolio, value $2,340,349.

    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 3,501 shares
    Change vs previous 13F -91 shares

    0.16% of the 13F portfolio, value $2,332,296.

    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).

  6. period ended2025-06-30
    13F 3,592 shares
    Change vs previous 13F +601 shares

    0.22% of the 13F portfolio, value $2,219,317.

    13F-HR 0001531809-25-000005 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).

  7. period ended2025-03-31
    13F 2,991 shares
    Change vs previous 13F +86 shares

    0.18% of the 13F portfolio, value $1,673,135.

    13F-HR 0001531809-25-000002 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).

  8. period ended2024-12-31
    13F 2,905 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,702,562.

    13F-HR 0001531809-25-000001 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).