Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 109,452 CPT 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 109,452 shares
    Change vs previous 13F +25,145 shares

    0.27% of the 13F portfolio, value $10,689,131.

    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 84,307 shares
    Change vs previous 13F +7,296 shares

    0.24% of the 13F portfolio, value $9,280,512.

    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 77,011 shares
    Change vs previous 13F +7,303 shares

    0.22% of the 13F portfolio, value $8,223,219.

    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 69,708 shares
    Change vs previous 13F +7,275 shares

    0.23% of the 13F portfolio, value $7,855,390.

    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 62,433 shares
    Change vs previous 13F +15,587 shares

    0.23% of the 13F portfolio, value $7,635,562.

    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 46,846 shares
    Change vs previous 13F +194 shares

    0.17% of the 13F portfolio, value $5,435,984.

    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 46,652 shares
    Change vs previous 13F +2,006 shares

    0.2% of the 13F portfolio, value $5,762,911.

    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 44,646 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,871,325.

    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).