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

U.S. Capital Wealth Advisors, LLC held 232,987 PDI 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 232,987 shares
    Change vs previous 13F +9,851 shares

    0.1% of the 13F portfolio, value $3,986,413.

    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 223,136 shares
    Change vs previous 13F +59,102 shares

    0.1% of the 13F portfolio, value $3,951,737.

    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 164,034 shares
    Change vs previous 13F +16,027 shares

    0.09% of the 13F portfolio, value $3,247,882.

    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 148,007 shares
    Change vs previous 13F +993 shares

    0.08% of the 13F portfolio, value $2,807,693.

    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 147,014 shares
    Change vs previous 13F +4,003 shares

    0.09% of the 13F portfolio, value $2,910,881.

    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 143,011 shares
    Change vs previous 13F -5,199 shares

    0.08% of the 13F portfolio, value $2,622,813.

    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 148,210 shares
    Change vs previous 13F +1,500 shares

    0.11% of the 13F portfolio, value $3,004,217.

    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 146,710 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,759,615.

    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).