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

U.S. Capital Wealth Advisors, LLC held 17,164 HWM 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 17,164 shares
    Change vs previous 13F -36,104 shares

    0.1% of the 13F portfolio, value $3,955,701.

    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 53,268 shares
    Change vs previous 13F -4,578 shares

    0.29% of the 13F portfolio, value $10,920,986.

    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 57,846 shares
    Change vs previous 13F -1,295 shares

    0.31% of the 13F portfolio, value $11,351,180.

    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 59,141 shares
    Change vs previous 13F -12,415 shares

    0.32% of the 13F portfolio, value $11,007,842.

    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 71,556 shares
    Change vs previous 13F +1,743 shares

    0.28% of the 13F portfolio, value $9,283,011.

    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 69,813 shares
    Change vs previous 13F +66,137 shares

    0.24% of the 13F portfolio, value $7,635,473.

    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 3,676 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $368,542.

    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 3,673 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,153.

    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).