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

U.S. Capital Wealth Advisors, LLC held 36,280 POCT 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 36,280 shares
    Change vs previous 13F -4,372 shares

    0.04% of the 13F portfolio, value $1,564,031.

    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 40,652 shares
    Change vs previous 13F +13,581 shares

    0.05% of the 13F portfolio, value $1,785,436.

    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 27,071 shares
    Change vs previous 13F -547 shares

    0.03% of the 13F portfolio, value $1,166,760.

    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 27,618 shares
    Change vs previous 13F -1,978 shares

    0.03% of the 13F portfolio, value $1,140,623.

    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 29,596 shares
    Change vs previous 13F +1,568 shares

    0.04% of the 13F portfolio, value $1,149,805.

    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 28,028 shares
    Change vs previous 13F +8,536 shares

    0.03% of the 13F portfolio, value $1,108,967.

    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 19,492 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $759,213.

    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 19,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $735,359.

    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).