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U.S. Capital Wealth Advisors, LLC: AEP 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 AEP, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 114,859 AEP 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 114,859 shares
    Change vs previous 13F +1,722 shares

    0.38% of the 13F portfolio, value $15,055,756.

    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 113,137 shares
    Change vs previous 13F +1,622 shares

    0.34% of the 13F portfolio, value $13,045,821.

    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 111,515 shares
    Change vs previous 13F +3,024 shares

    0.34% of the 13F portfolio, value $12,545,419.

    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 108,491 shares
    Change vs previous 13F +12,282 shares

    0.33% of the 13F portfolio, value $11,256,988.

    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 96,209 shares
    Change vs previous 13F +225 shares

    0.32% of the 13F portfolio, value $10,512,745.

    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 95,984 shares
    Change vs previous 13F -61,485 shares

    0.27% of the 13F portfolio, value $8,852,585.

    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 157,469 shares
    Change vs previous 13F -12,351 shares

    0.57% of the 13F portfolio, value $16,156,285.

    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 169,820 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $14,899,999.

    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).