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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 467,972 UBND 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 467,972 shares
    Change vs previous 13F +203,299 shares

    0.26% of the 13F portfolio, value $10,192,430.

    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 264,673 shares
    Change vs previous 13F +187,801 shares

    0.15% of the 13F portfolio, value $5,822,806.

    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 76,872 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,695,028.

    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).