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

U.S. Capital Wealth Advisors, LLC held 263,561 PLTR 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 263,561 shares
    Change vs previous 13F +8,271 shares

    0.97% of the 13F portfolio, value $38,553,683.

    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 255,290 shares
    Change vs previous 13F -68,750 shares

    1.19% of the 13F portfolio, value $45,377,773.

    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 324,040 shares
    Change vs previous 13F -39,928 shares

    1.59% of the 13F portfolio, value $59,111,351.

    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 363,968 shares
    Change vs previous 13F +27,552 shares

    1.45% of the 13F portfolio, value $49,616,099.

    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 336,416 shares
    Change vs previous 13F -81,579 shares

    0.87% of the 13F portfolio, value $28,393,499.

    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 417,995 shares
    Change vs previous 13F +255,886 shares

    0.98% of the 13F portfolio, value $31,612,981.

    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 162,109 shares
    Change vs previous 13F -5,385 shares

    0.21% of the 13F portfolio, value $6,030,455.

    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 167,494 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,242,623.

    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).