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

U.S. Capital Wealth Advisors, LLC held 293,739 OPER 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 293,739 shares
    Change vs previous 13F +26,071 shares

    0.74% of the 13F portfolio, value $29,397,391.

    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 267,668 shares
    Change vs previous 13F +14,072 shares

    0.7% of the 13F portfolio, value $26,774,864.

    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 253,596 shares
    Change vs previous 13F -111,613 shares

    0.68% of the 13F portfolio, value $25,368,520.

    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 365,209 shares
    Change vs previous 13F +9,272 shares

    1.07% of the 13F portfolio, value $36,583,031.

    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 355,937 shares
    Change vs previous 13F -20,346 shares

    1.09% of the 13F portfolio, value $35,668,420.

    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 376,283 shares
    Change vs previous 13F -16,083 shares

    1.17% of the 13F portfolio, value $37,652,745.

    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 392,366 shares
    Change vs previous 13F +3,710 shares

    1.38% of the 13F portfolio, value $39,293,192.

    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 388,656 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $38,920,039.

    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).