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

U.S. Capital Wealth Advisors, LLC held 18,261 IBM 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 18,261 shares
    Change vs previous 13F -34,595 shares

    0.11% of the 13F portfolio, value $4,426,381.

    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 52,856 shares
    Change vs previous 13F -2,532 shares

    0.41% of the 13F portfolio, value $15,656,408.

    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 55,388 shares
    Change vs previous 13F +9,993 shares

    0.42% of the 13F portfolio, value $15,628,297.

    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 45,395 shares
    Change vs previous 13F +20,005 shares

    0.39% of the 13F portfolio, value $13,381,647.

    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 25,390 shares
    Change vs previous 13F -51,496 shares

    0.19% of the 13F portfolio, value $6,313,367.

    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 76,886 shares
    Change vs previous 13F +1,837 shares

    0.52% of the 13F portfolio, value $16,901,843.

    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 75,049 shares
    Change vs previous 13F -20 shares

    0.58% of the 13F portfolio, value $16,591,817.

    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 75,069 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $12,983,263.

    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).