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

U.S. Capital Wealth Advisors, LLC held 72,290 UPS 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 72,290 shares
    Change vs previous 13F +9,440 shares

    0.18% of the 13F portfolio, value $7,111,938.

    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 62,850 shares
    Change vs previous 13F +11,214 shares

    0.16% of the 13F portfolio, value $6,234,103.

    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 51,636 shares
    Change vs previous 13F -38,491 shares

    0.12% of the 13F portfolio, value $4,313,126.

    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 90,127 shares
    Change vs previous 13F +9,755 shares

    0.27% of the 13F portfolio, value $9,097,463.

    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 80,372 shares
    Change vs previous 13F +19,317 shares

    0.27% of the 13F portfolio, value $8,840,154.

    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 61,055 shares
    Change vs previous 13F -55,360 shares

    0.24% of the 13F portfolio, value $7,698,995.

    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 116,415 shares
    Change vs previous 13F +11,819 shares

    0.56% of the 13F portfolio, value $15,871,974.

    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 104,596 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $14,313,905.

    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).