Skip to main content

CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

WLMS holding history

NOS4-1, Inc. in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WLMS overviewAll 13F holders of WLMSFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of WLMS by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−11,553−100.0%Sold outHolders
Q3 202211,553$17.0K<0.1%−50,000−81.2%ReducedHolders
Q2 202261,553$86.0K<0.1%00.0%UnchangedHolders
Q1 202261,553$122.0K<0.1%00.0%UnchangedHolders
Q4 202161,553$184.0K<0.1%00.0%UnchangedHolders
Q3 202161,553$263.0K<0.1%+10,000+19.4%AddedHolders
Q2 202151,553$301.0K<0.1%+25,000+94.2%AddedHolders
Q1 202126,553$92.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.