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Capital Advisors Wealth Management, LLC → HTFL
Capital Advisors Wealth Management, LLC HTFL Position History
Heartflow, Inc. • Healthcare
Quarters held
1
Latest value
$224K
Q3 2026
Peak value
$224K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $224K | 4.5K | — | — |