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

U.S. Capital Wealth Advisors, LLC held 140,475 WES 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 140,475 shares
    Change vs previous 13F +6,475 shares

    0.15% of the 13F portfolio, value $5,783,365.

    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 134,000 shares
    Change vs previous 13F +23,945 shares

    0.14% of the 13F portfolio, value $5,292,995.

    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 110,055 shares
    Change vs previous 13F +11,038 shares

    0.12% of the 13F portfolio, value $4,324,072.

    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 99,017 shares
    Change vs previous 13F +10,504 shares

    0.11% of the 13F portfolio, value $3,831,948.

    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 88,513 shares
    Change vs previous 13F +15,313 shares

    0.11% of the 13F portfolio, value $3,625,507.

    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 73,200 shares
    Change vs previous 13F -2,000 shares

    0.09% of the 13F portfolio, value $2,813,076.

    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 75,200 shares
    Change vs previous 13F -3,821 shares

    0.1% of the 13F portfolio, value $2,877,152.

    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 79,021 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,139,504.

    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).