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

U.S. Capital Wealth Advisors, LLC held 500,221 PFE 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 500,221 shares
    Change vs previous 13F +13,606 shares

    0.35% of the 13F portfolio, value $14,046,199.

    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 486,615 shares
    Change vs previous 13F +15,407 shares

    0.32% of the 13F portfolio, value $12,116,722.

    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 471,208 shares
    Change vs previous 13F +9,259 shares

    0.32% of the 13F portfolio, value $12,006,377.

    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 461,949 shares
    Change vs previous 13F +61,977 shares

    0.33% of the 13F portfolio, value $11,197,644.

    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 399,972 shares
    Change vs previous 13F +99,278 shares

    0.31% of the 13F portfolio, value $10,135,286.

    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 300,694 shares
    Change vs previous 13F -139,064 shares

    0.25% of the 13F portfolio, value $7,977,399.

    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 439,758 shares
    Change vs previous 13F +845 shares

    0.45% of the 13F portfolio, value $12,726,611.

    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 438,913 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,280,785.

    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).