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

U.S. Capital Wealth Advisors, LLC held 164,834 EMR 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 164,834 shares
    Change vs previous 13F +1,524 shares

    0.54% of the 13F portfolio, value $21,596,565.

    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 163,310 shares
    Change vs previous 13F +3,489 shares

    0.57% of the 13F portfolio, value $21,674,518.

    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 159,821 shares
    Change vs previous 13F -7,176 shares

    0.56% of the 13F portfolio, value $20,965,344.

    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 166,997 shares
    Change vs previous 13F +2,652 shares

    0.65% of the 13F portfolio, value $22,265,688.

    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 164,345 shares
    Change vs previous 13F +785 shares

    0.55% of the 13F portfolio, value $18,018,770.

    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 163,560 shares
    Change vs previous 13F +1,446 shares

    0.63% of the 13F portfolio, value $20,270,035.

    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 162,114 shares
    Change vs previous 13F +7,064 shares

    0.62% of the 13F portfolio, value $17,730,430.

    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 155,050 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $17,080,282.

    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).