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

U.S. Capital Wealth Advisors, LLC held 48,932 ORCL 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 48,932 shares
    Change vs previous 13F +6,316 shares

    0.18% of the 13F portfolio, value $7,198,382.

    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 42,616 shares
    Change vs previous 13F +5,692 shares

    0.22% of the 13F portfolio, value $8,306,286.

    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 36,924 shares
    Change vs previous 13F -2,189 shares

    0.28% of the 13F portfolio, value $10,384,525.

    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 39,113 shares
    Change vs previous 13F -38,128 shares

    0.25% of the 13F portfolio, value $8,551,376.

    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 77,241 shares
    Change vs previous 13F +7,284 shares

    0.33% of the 13F portfolio, value $10,799,106.

    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 69,957 shares
    Change vs previous 13F +43,703 shares

    0.36% of the 13F portfolio, value $11,657,715.

    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 26,254 shares
    Change vs previous 13F +1,735 shares

    0.16% of the 13F portfolio, value $4,473,625.

    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 24,519 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,462,092.

    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).