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Capital Advisors Wealth Management, LLCETFConcentrated trader

CIK: 0001824700 | YAKIMA, WA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR233$887.6M2026-10-09SEC ↗
Q2 2026
13F-HR231$851.4M2026-07-23SEC ↗
Q1 2026
13F-HR219$744.9M2026-04-08SEC ↗
Q4 2025
13F-HR219$734.1M2026-01-21SEC ↗
Q3 2025
13F-HR215$700.7M2025-10-16SEC ↗
Q2 2025
13F-HR191$636.4M2025-08-13SEC ↗
Q1 2025
13F-HR181$566.0M2025-04-25SEC ↗
Q4 2024
13F-HR173$561.7M2025-01-15SEC ↗
Q3 2024
13F-HR167$542.8M2024-10-15SEC ↗
Q2 2024
13F-HR160$505.8M2024-07-16SEC ↗
Q1 2024
13F-HR158$482.1M2024-04-12SEC ↗
Q4 2023
13F-HR148$438.8M2024-01-09SEC ↗
Q3 2023
13F-HR134$383.0M2023-10-11SEC ↗
Q2 2023
13F-HR140$390.9M2023-07-12SEC ↗
Q1 2023
13F-HR144$361.4M2023-04-14SEC ↗
Q4 2022
13F-HR133$329.9M2023-02-10SEC ↗
Q3 2022
13F-HR117$16.5M2022-11-14SEC ↗
Q2 2022
13F-HR115$17.2M2022-08-04SEC ↗
Q1 2022
13F-HR122$11.2M2022-05-09SEC ↗
Q4 2021
13F-HR118$4.2M2022-02-04SEC ↗
Q3 2021
13F-HR100$3.7M2021-11-12SEC ↗
Q2 2021
13F-HR94$6.7M2021-08-13SEC ↗
Q1 2021
13F-HR90$5.5M2021-04-20SEC ↗