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Disclosery

Capital Wealth Alliance, LLC: UGA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Alliance, LLC on UGA, newest first. How the timeline and the estimate are built.

Capital Wealth Alliance, LLC held 4,239 UGA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,239 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $435,696.

    13F-HR 0001172661-26-002961 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,239 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $442,388.

    13F-HR 0001172661-26-001831 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,304 shares
    Change vs previous 13F -1,216 shares

    0.13% of the 13F portfolio, value $301,947.

    13F-HR 0001172661-26-001051 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,520 shares
    Change vs previous 13F -225 shares

    0.18% of the 13F portfolio, value $356,303.

    13F-HR 0001172661-25-004532 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,745 shares
    Change vs previous 13F -9 shares

    0.19% of the 13F portfolio, value $345,616.

    13F-HR 0001172661-25-002813 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,754 shares
    Change vs previous 13F -15,305 shares

    0.22% of the 13F portfolio, value $367,157.

    13F-HR 0001172661-25-001814 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,059 shares
    Change vs previous 13F -17,247 shares

    0.75% of the 13F portfolio, value $1,325,627.

    13F-HR 0001172661-25-000398 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,306 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,238,064.

    13F-HR 0001172661-24-004403 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).