Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 53,806 WELL 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 53,806 shares
    Change vs previous 13F +253 shares

    0.27% of the 13F portfolio, value $10,637,885.

    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 53,553 shares
    Change vs previous 13F -2,704 shares

    0.26% of the 13F portfolio, value $9,939,880.

    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 56,257 shares
    Change vs previous 13F -1,980 shares

    0.27% of the 13F portfolio, value $10,021,686.

    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 58,237 shares
    Change vs previous 13F -475 shares

    0.26% of the 13F portfolio, value $8,952,772.

    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 58,712 shares
    Change vs previous 13F -2,375 shares

    0.28% of the 13F portfolio, value $8,995,205.

    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 61,087 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,698,775.

    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).