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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 12,471 RFMZ 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 12,471 shares
    Change vs previous 13F -43,085 shares

    <0.01% of the 13F portfolio, value $157,758.

    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 55,556 shares
    Change vs previous 13F -11,037 shares

    0.02% of the 13F portfolio, value $703,339.

    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 66,593 shares
    Change vs previous 13F +10,000 shares

    0.02% of the 13F portfolio, value $869,039.

    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 56,593 shares
    Change vs previous 13F -9,017 shares

    0.02% of the 13F portfolio, value $715,336.

    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 65,610 shares
    Change vs previous 13F +1,760 shares

    0.03% of the 13F portfolio, value $880,486.

    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 63,850 shares
    Change vs previous 13F +14,175 shares

    0.03% of the 13F portfolio, value $855,590.

    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 49,675 shares
    Change vs previous 13F +5,050 shares

    0.03% of the 13F portfolio, value $720,288.

    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 44,625 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $630,998.

    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).