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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 179,728 XRMMX 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 179,728 shares
    Change vs previous 13F +13,825 shares

    0.06% of the 13F portfolio, value $2,449,693.

    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 165,903 shares
    Change vs previous 13F -740 shares

    0.06% of the 13F portfolio, value $2,257,940.

    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 166,643 shares
    Change vs previous 13F +3,500 shares

    0.06% of the 13F portfolio, value $2,356,332.

    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 163,143 shares
    Change vs previous 13F +65,888 shares

    0.06% of the 13F portfolio, value $2,187,748.

    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 97,255 shares
    Change vs previous 13F -1,070 shares

    0.04% of the 13F portfolio, value $1,392,692.

    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 98,325 shares
    Change vs previous 13F +3,630 shares

    0.04% of the 13F portfolio, value $1,417,355.

    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 94,695 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,521,749.

    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 94,695 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,445,046.

    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).