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

U.S. Capital Wealth Advisors, LLC held 2,276,743 EPD 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 2,276,743 shares
    Change vs previous 13F -5,573 shares

    2.17% of the 13F portfolio, value $86,151,958.

    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 2,282,316 shares
    Change vs previous 13F +17,759 shares

    1.91% of the 13F portfolio, value $73,171,048.

    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 2,264,557 shares
    Change vs previous 13F +79,565 shares

    1.91% of the 13F portfolio, value $70,812,688.

    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 2,184,992 shares
    Change vs previous 13F +41,185 shares

    1.98% of the 13F portfolio, value $67,756,592.

    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 2,143,807 shares
    Change vs previous 13F +259,383 shares

    2.24% of the 13F portfolio, value $73,189,586.

    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 1,884,424 shares
    Change vs previous 13F +11,600 shares

    1.83% of the 13F portfolio, value $59,095,551.

    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 1,872,824 shares
    Change vs previous 13F +176,840 shares

    1.92% of the 13F portfolio, value $54,517,910.

    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 1,695,984 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $49,149,613.

    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).