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

U.S. Capital Wealth Advisors, LLC held 44,282 CME 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 44,282 shares
    Change vs previous 13F +592 shares

    0.33% of the 13F portfolio, value $13,078,744.

    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 43,690 shares
    Change vs previous 13F +2,708 shares

    0.31% of the 13F portfolio, value $11,930,899.

    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 40,982 shares
    Change vs previous 13F +675 shares

    0.3% of the 13F portfolio, value $11,072,836.

    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 40,307 shares
    Change vs previous 13F +1,500 shares

    0.32% of the 13F portfolio, value $11,109,439.

    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 38,807 shares
    Change vs previous 13F +1,587 shares

    0.32% of the 13F portfolio, value $10,295,050.

    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 37,220 shares
    Change vs previous 13F -1,262 shares

    0.27% of the 13F portfolio, value $8,643,581.

    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 38,482 shares
    Change vs previous 13F +4,851 shares

    0.3% of the 13F portfolio, value $8,491,014.

    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 33,631 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,611,878.

    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).