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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 8,002 USMC 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 8,002 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $514,625.

    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 8,002 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $547,737.

    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 8,002 shares
    Change vs previous 13F -1,536 shares

    0.01% of the 13F portfolio, value $545,521.

    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 9,538 shares
    Change vs previous 13F -706 shares

    0.02% of the 13F portfolio, value $596,697.

    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 10,244 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $581,654.

    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 9,874 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $592,736.

    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).