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

U.S. Capital Wealth Advisors, LLC held 138,169 MSFT 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 138,169 shares
    Change vs previous 13F +15,567 shares

    1.29% of the 13F portfolio, value $51,146,153.

    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 122,602 shares
    Change vs previous 13F +1,449 shares

    1.55% of the 13F portfolio, value $59,292,749.

    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 121,153 shares
    Change vs previous 13F -1,784 shares

    1.69% of the 13F portfolio, value $62,751,383.

    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 122,937 shares
    Change vs previous 13F -9,291 shares

    1.79% of the 13F portfolio, value $61,150,150.

    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 132,228 shares
    Change vs previous 13F +9,405 shares

    1.52% of the 13F portfolio, value $49,637,037.

    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 122,823 shares
    Change vs previous 13F +13,621 shares

    1.6% of the 13F portfolio, value $51,770,074.

    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 109,202 shares
    Change vs previous 13F -4,416 shares

    1.66% of the 13F portfolio, value $46,989,696.

    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 113,618 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $50,781,454.

    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).