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

U.S. Capital Wealth Advisors, LLC held 361,772 CPAI 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 361,772 shares
    Change vs previous 13F +152,065 shares

    0.38% of the 13F portfolio, value $15,118,452.

    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 209,707 shares
    Change vs previous 13F +116,151 shares

    0.22% of the 13F portfolio, value $8,409,251.

    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 93,556 shares
    Change vs previous 13F +30,896 shares

    0.1% of the 13F portfolio, value $3,694,807.

    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 62,660 shares
    Change vs previous 13F +39,339 shares

    0.07% of the 13F portfolio, value $2,330,056.

    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 23,321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $781,125.

    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).