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

U.S. Capital Wealth Advisors, LLC held 46,181 PM 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 46,181 shares
    Change vs previous 13F -19,947 shares

    0.19% of the 13F portfolio, value $7,635,511.

    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 66,128 shares
    Change vs previous 13F +641 shares

    0.28% of the 13F portfolio, value $10,606,855.

    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 65,487 shares
    Change vs previous 13F +69 shares

    0.29% of the 13F portfolio, value $10,621,918.

    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 65,418 shares
    Change vs previous 13F +24,485 shares

    0.35% of the 13F portfolio, value $11,914,529.

    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 40,933 shares
    Change vs previous 13F +4,223 shares

    0.2% of the 13F portfolio, value $6,497,251.

    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 36,710 shares
    Change vs previous 13F +8,377 shares

    0.14% of the 13F portfolio, value $4,418,061.

    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 28,333 shares
    Change vs previous 13F -3,781 shares

    0.12% of the 13F portfolio, value $3,439,613.

    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 32,114 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,254,111.

    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).