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

U.S. Capital Wealth Advisors, LLC held 82,743 WMB 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 82,743 shares
    Change vs previous 13F -83,115 shares

    0.15% of the 13F portfolio, value $6,022,049.

    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 165,858 shares
    Change vs previous 13F -7,286 shares

    0.26% of the 13F portfolio, value $9,969,702.

    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 173,144 shares
    Change vs previous 13F -1,096 shares

    0.3% of the 13F portfolio, value $10,968,674.

    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 174,240 shares
    Change vs previous 13F +428 shares

    0.32% of the 13F portfolio, value $10,944,019.

    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 173,812 shares
    Change vs previous 13F +103,580 shares

    0.32% of the 13F portfolio, value $10,386,993.

    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 70,232 shares
    Change vs previous 13F +1,654 shares

    0.12% of the 13F portfolio, value $3,800,973.

    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 68,578 shares
    Change vs previous 13F +507 shares

    0.11% of the 13F portfolio, value $3,130,589.

    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 68,071 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,893,031.

    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).