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

U.S. Capital Wealth Advisors, LLC held 61,636 AES 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 61,636 shares
    Change vs previous 13F -28,222 shares

    0.02% of the 13F portfolio, value $868,451.

    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 89,858 shares
    Change vs previous 13F +12,984 shares

    0.03% of the 13F portfolio, value $1,288,564.

    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 76,874 shares
    Change vs previous 13F +3,806 shares

    0.03% of the 13F portfolio, value $1,011,662.

    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 73,068 shares
    Change vs previous 13F +22,570 shares

    0.02% of the 13F portfolio, value $768,675.

    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 50,498 shares
    Change vs previous 13F +7,775 shares

    0.02% of the 13F portfolio, value $627,185.

    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 42,723 shares
    Change vs previous 13F +14,996 shares

    0.02% of the 13F portfolio, value $549,845.

    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 27,727 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $556,204.

    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).