U.S. Capital Wealth Advisors, LLC: PSA 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 PSA, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 1,137 PSA shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 1,137 sharesChange vs previous 13F +140 shares
0.01% of the 13F portfolio, value $307,950.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 997 sharesChange vs previous 13F -200 shares
0.01% of the 13F portfolio, value $258,683.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,197 sharesChange vs previous 13F +121 shares
0.01% of the 13F portfolio, value $345,710.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,076 sharesChange vs previous 13F -183 shares
0.01% of the 13F portfolio, value $315,676.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,259 sharesChange vs previous 13F -293 shares
0.01% of the 13F portfolio, value $376,762.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,552 sharesChange vs previous 13F -17,335 shares
0.01% of the 13F portfolio, value $464,703.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,887 sharesChange vs previous 13F -109 shares
0.24% of the 13F portfolio, value $6,872,427.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 18,996 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $5,464,079.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).