U.S. Capital Wealth Advisors, LLC: FMB 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 FMB, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 7,675 FMB shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 7,675 sharesChange vs previous 13F -2,227 shares
0.01% of the 13F portfolio, value $388,816.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,902 sharesChange vs previous 13F -729 shares
0.01% of the 13F portfolio, value $506,339.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,631 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $539,009.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,631 sharesChange vs previous 13F -1,307 shares
0.02% of the 13F portfolio, value $529,636.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,938 sharesChange vs previous 13F -263 shares
0.02% of the 13F portfolio, value $601,940.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,201 sharesChange vs previous 13F -218 shares
0.02% of the 13F portfolio, value $622,373.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,419 sharesChange vs previous 13F +4,844 shares
0.02% of the 13F portfolio, value $645,291.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,575 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $386,780.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).