Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 13,202 CMI 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 13,202 shares
    Change vs previous 13F +2,296 shares

    0.18% of the 13F portfolio, value $7,103,183.

    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 10,906 shares
    Change vs previous 13F +2,652 shares

    0.15% of the 13F portfolio, value $5,567,208.

    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 8,254 shares
    Change vs previous 13F -32 shares

    0.09% of the 13F portfolio, value $3,486,190.

    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 8,286 shares
    Change vs previous 13F +177 shares

    0.08% of the 13F portfolio, value $2,713,667.

    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 8,109 shares
    Change vs previous 13F +610 shares

    0.08% of the 13F portfolio, value $2,541,730.

    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 7,499 shares
    Change vs previous 13F -1,134 shares

    0.08% of the 13F portfolio, value $2,613,986.

    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 8,633 shares
    Change vs previous 13F -528 shares

    0.1% of the 13F portfolio, value $2,795,339.

    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 9,161 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,536,890.

    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).