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

U.S. Capital Wealth Advisors, LLC held 28,360 KOCT 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 28,360 shares
    Change vs previous 13F -2,207 shares

    0.02% of the 13F portfolio, value $962,167.

    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 30,567 shares
    Change vs previous 13F +4,932 shares

    0.03% of the 13F portfolio, value $1,029,191.

    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 25,635 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $846,468.

    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 25,379 shares
    Change vs previous 13F -1,353 shares

    0.02% of the 13F portfolio, value $774,060.

    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 26,732 shares
    Change vs previous 13F +848 shares

    0.02% of the 13F portfolio, value $782,387.

    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 25,884 shares
    Change vs previous 13F +1,300 shares

    0.02% of the 13F portfolio, value $791,274.

    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 24,584 shares
    Change vs previous 13F -840 shares

    0.03% of the 13F portfolio, value $746,370.

    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 25,424 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $726,811.

    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).