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

U.S. Capital Wealth Advisors, LLC held 16,560 ACWV 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 16,560 shares
    Change vs previous 13F +3,570 shares

    0.05% of the 13F portfolio, value $1,979,121.

    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 12,990 shares
    Change vs previous 13F -2,263 shares

    0.04% of the 13F portfolio, value $1,542,598.

    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 15,253 shares
    Change vs previous 13F -1,133 shares

    0.05% of the 13F portfolio, value $1,829,098.

    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 16,386 shares
    Change vs previous 13F +2,823 shares

    0.06% of the 13F portfolio, value $1,942,847.

    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 13,563 shares
    Change vs previous 13F +3,926 shares

    0.05% of the 13F portfolio, value $1,578,343.

    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 9,637 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,052,372.

    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).