Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 258,535 OAKM 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 258,535 shares
    Change vs previous 13F -85,058 shares

    0.18% of the 13F portfolio, value $7,126,518.

    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 343,593 shares
    Change vs previous 13F +172,831 shares

    0.25% of the 13F portfolio, value $9,744,297.

    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 170,762 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,573,006.

    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).