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

U.S. Capital Wealth Advisors, LLC held 119,662 O 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 119,662 shares
    Change vs previous 13F +4,298 shares

    0.18% of the 13F portfolio, value $7,320,909.

    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 115,364 shares
    Change vs previous 13F +1,807 shares

    0.17% of the 13F portfolio, value $6,503,087.

    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 113,557 shares
    Change vs previous 13F +4,176 shares

    0.19% of the 13F portfolio, value $6,903,111.

    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 109,381 shares
    Change vs previous 13F +8,672 shares

    0.18% of the 13F portfolio, value $6,301,423.

    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 100,709 shares
    Change vs previous 13F +58,711 shares

    0.18% of the 13F portfolio, value $5,842,133.

    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 41,998 shares
    Change vs previous 13F +37,831 shares

    0.07% of the 13F portfolio, value $2,243,138.

    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 4,167 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $264,239.

    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).