Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 47,303 WPM 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 47,303 shares
    Change vs previous 13F -4,753 shares

    0.16% of the 13F portfolio, value $6,197,211.

    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 52,056 shares
    Change vs previous 13F -2,301 shares

    0.16% of the 13F portfolio, value $6,117,662.

    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 54,357 shares
    Change vs previous 13F -2,876 shares

    0.16% of the 13F portfolio, value $6,079,328.

    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 57,233 shares
    Change vs previous 13F -29,649 shares

    0.15% of the 13F portfolio, value $5,139,540.

    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 86,882 shares
    Change vs previous 13F -6,559 shares

    0.21% of the 13F portfolio, value $6,744,640.

    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 93,441 shares
    Change vs previous 13F -1,900 shares

    0.16% of the 13F portfolio, value $5,255,124.

    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 95,341 shares
    Change vs previous 13F -539 shares

    0.21% of the 13F portfolio, value $5,823,401.

    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 95,880 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,026,033.

    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).