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

U.S. Capital Wealth Advisors, LLC held 7,698 ATO 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 7,698 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $1,422,021.

    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 7,707 shares
    Change vs previous 13F +158 shares

    0.03% of the 13F portfolio, value $1,291,924.

    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 7,549 shares
    Change vs previous 13F +197 shares

    0.03% of the 13F portfolio, value $1,288,992.

    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 7,352 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,133,017.

    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).