U.S. Capital Wealth Advisors, LLC: MA 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 MA, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 14,499 MA shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 14,499 sharesChange vs previous 13F +358 shares
0.18% of the 13F portfolio, value $7,244,549.
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 14,141 sharesChange vs previous 13F +153 shares
0.21% of the 13F portfolio, value $8,072,947.
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 13,988 sharesChange vs previous 13F -44 shares
0.21% of the 13F portfolio, value $7,956,518.
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 14,032 sharesChange vs previous 13F -2,070 shares
0.23% of the 13F portfolio, value $7,884,983.
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 16,102 sharesChange vs previous 13F -1,016 shares
0.27% of the 13F portfolio, value $8,826,088.
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 17,118 sharesChange vs previous 13F +1,961 shares
0.28% of the 13F portfolio, value $9,013,953.
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 15,157 sharesChange vs previous 13F -325 shares
0.26% of the 13F portfolio, value $7,484,637.
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 15,482 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $6,829,941.
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).