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

U.S. Capital Wealth Advisors, LLC held 141,374 WPC 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 141,374 shares
    Change vs previous 13F +4,208 shares

    0.24% of the 13F portfolio, value $9,607,745.

    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 137,166 shares
    Change vs previous 13F +2,218 shares

    0.23% of the 13F portfolio, value $8,827,993.

    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 134,948 shares
    Change vs previous 13F +2,955 shares

    0.25% of the 13F portfolio, value $9,118,432.

    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 131,993 shares
    Change vs previous 13F +16,458 shares

    0.24% of the 13F portfolio, value $8,233,713.

    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 115,535 shares
    Change vs previous 13F +66,591 shares

    0.22% of the 13F portfolio, value $7,291,386.

    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 48,944 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,666,486.

    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).