U.S. Capital Wealth Advisors, LLC: KLAC 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 KLAC, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 3,004 KLAC shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 3,004 sharesChange vs previous 13F +1,014 shares
0.11% of the 13F portfolio, value $4,422,968.
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 1,990 sharesChange vs previous 13F +482 shares
0.06% of the 13F portfolio, value $2,417,801.
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 1,508 sharesChange vs previous 13F -14 shares
0.04% of the 13F portfolio, value $1,626,231.
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 1,522 sharesChange vs previous 13F +218 shares
0.04% of the 13F portfolio, value $1,362,955.
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 1,304 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $886,565.
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).