Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 5,559 PWR 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 5,559 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $3,051,858.

    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 5,582 shares
    Change vs previous 13F +471 shares

    0.06% of the 13F portfolio, value $2,355,731.

    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 5,111 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $2,118,239.

    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 5,082 shares
    Change vs previous 13F +315 shares

    0.06% of the 13F portfolio, value $1,921,454.

    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 4,767 shares
    Change vs previous 13F +787 shares

    0.04% of the 13F portfolio, value $1,211,637.

    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 3,980 shares
    Change vs previous 13F -1,418 shares

    0.04% of the 13F portfolio, value $1,257,757.

    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 5,398 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $1,609,530.

    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 5,400 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,372,120.

    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).