Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 15,800 PEP 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 15,800 shares
    Change vs previous 13F -865 shares

    0.06% of the 13F portfolio, value $2,453,546.

    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 16,665 shares
    Change vs previous 13F +1,880 shares

    0.06% of the 13F portfolio, value $2,391,699.

    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 14,785 shares
    Change vs previous 13F +891 shares

    0.06% of the 13F portfolio, value $2,076,406.

    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 13,894 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $1,834,507.

    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 13,895 shares
    Change vs previous 13F +2,907 shares

    0.06% of the 13F portfolio, value $2,083,460.

    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 10,988 shares
    Change vs previous 13F +1,923 shares

    0.05% of the 13F portfolio, value $1,670,814.

    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 9,065 shares
    Change vs previous 13F -324 shares

    0.05% of the 13F portfolio, value $1,541,479.

    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 9,389 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,548,552.

    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).