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

U.S. Capital Wealth Advisors, LLC held 379,437 PAA 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 379,437 shares
    Change vs previous 13F +4,492 shares

    0.21% of the 13F portfolio, value $8,472,832.

    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 374,945 shares
    Change vs previous 13F +8,091 shares

    0.18% of the 13F portfolio, value $6,734,011.

    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 366,854 shares
    Change vs previous 13F +163 shares

    0.17% of the 13F portfolio, value $6,258,529.

    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 366,691 shares
    Change vs previous 13F +94,132 shares

    0.2% of the 13F portfolio, value $6,717,780.

    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 272,559 shares
    Change vs previous 13F +14,791 shares

    0.17% of the 13F portfolio, value $5,451,179.

    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 257,768 shares
    Change vs previous 13F -5,877 shares

    0.14% of the 13F portfolio, value $4,402,679.

    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 263,645 shares
    Change vs previous 13F +1,047 shares

    0.16% of the 13F portfolio, value $4,579,516.

    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 262,598 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,690,000.

    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).