Skip to content
Disclosery

Guided Capital Wealth Management, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guided Capital Wealth Management, LLC on USFR, newest first. How the timeline and the estimate are built.

Guided Capital Wealth Management, LLC held 173,942 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,942 shares
    Change vs previous 13F +70,343 shares

    5.12% of the 13F portfolio, value $8,757,980.

    13F-HR 0001951757-26-001037 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 103,599 shares
    Change vs previous 13F -164,066 shares

    3.44% of the 13F portfolio, value $5,215,174.

    13F-HR 0001951757-26-000763 filed by Guided Capital Wealth Management, 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 267,665 shares
    Change vs previous 13F +2,069 shares

    9.44% of the 13F portfolio, value $13,468,907.

    13F-HR 0001951757-26-000160 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 265,596 shares
    Change vs previous 13F +26,846 shares

    11.45% of the 13F portfolio, value $13,351,515.

    13F-HR 0001849618-25-000005 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 238,750 shares
    Change vs previous 13F -34,988 shares

    9.25% of the 13F portfolio, value $12,011,516.

    13F-HR 0001667731-25-000771 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 273,738 shares
    Change vs previous 13F -222,255 shares

    11.51% of the 13F portfolio, value $13,777,244.

    13F-HR 0001667731-25-000466 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 495,993 shares
    Change vs previous 13F not available

    22.87% of the 13F portfolio, value $24,958,369.

    13F-HR 0001667731-25-000152 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).