U.S. Capital Wealth Advisors, LLC: LMT 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 LMT, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 13,736 LMT shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 13,736 sharesChange vs previous 13F +5,647 shares
0.21% of the 13F portfolio, value $8,301,802.
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 8,089 sharesChange vs previous 13F +1,712 shares
0.1% of the 13F portfolio, value $3,912,503.
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 6,377 sharesChange vs previous 13F -283 shares
0.09% of the 13F portfolio, value $3,183,461.
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 6,660 sharesChange vs previous 13F +1,131 shares
0.09% of the 13F portfolio, value $3,084,533.
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 5,529 sharesChange vs previous 13F -25 shares
0.08% of the 13F portfolio, value $2,469,893.
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).
- period ended2024-12-3113F 5,554 sharesChange vs previous 13F -222 shares
0.08% of the 13F portfolio, value $2,698,976.
13F-HR 0001808915-25-000001 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 ended2024-09-3013F 5,776 sharesChange vs previous 13F -360 shares
0.12% of the 13F portfolio, value $3,376,422.
13F-HR 0001808915-24-000007 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 ended2024-06-3013F 6,136 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $2,865,920.
13F-HR 0001808915-24-000004 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).