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U.S. Capital Wealth Advisors, LLC: AAPL position timeline

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

U.S. Capital Wealth Advisors, LLC held 397,504 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 397,504 shares
    Change vs previous 13F +25,991 shares

    2.54% of the 13F portfolio, value $100,882,652.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 371,513 shares
    Change vs previous 13F -32,521 shares

    2.64% of the 13F portfolio, value $100,999,395.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 ended2025-09-30
    13F 404,034 shares
    Change vs previous 13F +5,472 shares

    2.77% of the 13F portfolio, value $102,879,060.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 ended2025-06-30
    13F 398,562 shares
    Change vs previous 13F -14,362 shares

    2.39% of the 13F portfolio, value $81,772,991.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 ended2025-03-31
    13F 412,924 shares
    Change vs previous 13F +12,002 shares

    2.81% of the 13F portfolio, value $91,722,758.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 ended2024-12-31
    13F 400,922 shares
    Change vs previous 13F +45,928 shares

    3.11% of the 13F portfolio, value $100,398,999.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 ended2024-09-30
    13F 354,994 shares
    Change vs previous 13F +28,891 shares

    2.92% of the 13F portfolio, value $82,713,621.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 ended2024-06-30
    13F 326,103 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $68,683,729.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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