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

U.S. Capital Wealth Advisors, LLC held 221,165 NEM 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 221,165 shares
    Change vs previous 13F -16,834 shares

    0.6% of the 13F portfolio, value $23,941,077.

    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 237,999 shares
    Change vs previous 13F -15,152 shares

    0.62% of the 13F portfolio, value $23,764,180.

    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 253,151 shares
    Change vs previous 13F +65,208 shares

    0.57% of the 13F portfolio, value $21,343,119.

    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 187,943 shares
    Change vs previous 13F -56,436 shares

    0.32% of the 13F portfolio, value $10,949,533.

    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 244,379 shares
    Change vs previous 13F -182,145 shares

    0.36% of the 13F portfolio, value $11,798,639.

    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 426,524 shares
    Change vs previous 13F +144,699 shares

    0.49% of the 13F portfolio, value $15,875,237.

    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 281,825 shares
    Change vs previous 13F +1,607 shares

    0.53% of the 13F portfolio, value $15,063,531.

    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 280,218 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $11,732,725.

    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).