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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 19,575 SPMB 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 19,575 shares
    Change vs previous 13F -10,205 shares

    0.01% of the 13F portfolio, value $438,283.

    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 29,780 shares
    Change vs previous 13F -10,390 shares

    0.02% of the 13F portfolio, value $667,518.

    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 40,170 shares
    Change vs previous 13F -204,219 shares

    0.02% of the 13F portfolio, value $901,410.

    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 244,389 shares
    Change vs previous 13F +6,521 shares

    0.16% of the 13F portfolio, value $5,400,989.

    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 237,868 shares
    Change vs previous 13F +25,017 shares

    0.16% of the 13F portfolio, value $5,244,997.

    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 212,851 shares
    Change vs previous 13F +7,221 shares

    0.14% of the 13F portfolio, value $4,586,933.

    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 205,630 shares
    Change vs previous 13F +801 shares

    0.16% of the 13F portfolio, value $4,632,850.

    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 204,829 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,418,163.

    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).