U.S. Capital Wealth Advisors, LLC: META 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 META, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 40,174 META shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 40,174 sharesChange vs previous 13F -6,245 shares
0.58% of the 13F portfolio, value $22,984,549.
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 46,419 sharesChange vs previous 13F +9,281 shares
0.8% of the 13F portfolio, value $30,640,534.
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 37,138 sharesChange vs previous 13F +194 shares
0.73% of the 13F portfolio, value $27,273,243.
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 36,944 sharesChange vs previous 13F +2,512 shares
0.8% of the 13F portfolio, value $27,268,144.
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 34,432 sharesChange vs previous 13F +2,813 shares
0.61% of the 13F portfolio, value $19,845,011.
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 31,619 sharesChange vs previous 13F +11,464 shares
0.57% of the 13F portfolio, value $18,512,981.
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 20,155 sharesChange vs previous 13F -2,557 shares
0.41% of the 13F portfolio, value $11,537,243.
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 22,712 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $11,451,941.
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).