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

U.S. Capital Wealth Advisors, LLC held 97,976 LMBS 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 97,976 shares
    Change vs previous 13F +88,640 shares

    0.12% of the 13F portfolio, value $4,880,185.

    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 9,336 shares
    Change vs previous 13F -61,274 shares

    0.01% of the 13F portfolio, value $466,707.

    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 70,610 shares
    Change vs previous 13F +11,687 shares

    0.09% of the 13F portfolio, value $3,515,672.

    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 58,923 shares
    Change vs previous 13F -9,144 shares

    0.08% of the 13F portfolio, value $2,902,547.

    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 68,067 shares
    Change vs previous 13F +17,401 shares

    0.1% of the 13F portfolio, value $3,346,174.

    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 50,666 shares
    Change vs previous 13F +45,129 shares

    0.08% of the 13F portfolio, value $2,465,914.

    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 5,537 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $273,583.

    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).