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

U.S. Capital Wealth Advisors, LLC held 260,281 WMT 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 260,281 shares
    Change vs previous 13F -30,379 shares

    0.81% of the 13F portfolio, value $32,347,751.

    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 290,660 shares
    Change vs previous 13F -5,110 shares

    0.85% of the 13F portfolio, value $32,382,415.

    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 295,770 shares
    Change vs previous 13F +2,672 shares

    0.82% of the 13F portfolio, value $30,482,094.

    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 293,098 shares
    Change vs previous 13F +40,376 shares

    0.84% of the 13F portfolio, value $28,659,155.

    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 252,722 shares
    Change vs previous 13F +6,964 shares

    0.68% of the 13F portfolio, value $22,186,478.

    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 245,758 shares
    Change vs previous 13F -11,492 shares

    0.69% of the 13F portfolio, value $22,204,234.

    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 257,250 shares
    Change vs previous 13F -2,338 shares

    0.73% of the 13F portfolio, value $20,772,926.

    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 259,588 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $17,576,705.

    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).