U.S. Capital Wealth Advisors, LLC: ARES position timeline

U.S. Capital Wealth Advisors, LLC held 3,689 ARES 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 3,689 shares

   Change vs previous 13F +1,023 shares

   0.01% of the 13F portfolio, value $402,456.

   13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 2,666 shares

   Change vs previous 13F +83 shares

   0.01% of the 13F portfolio, value $430,894.

   13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 2,583 shares

   Change vs previous 13F +34 shares

   0.01% of the 13F portfolio, value $412,977.

   13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 2,549 shares

   Change vs previous 13F +212 shares

   0.01% of the 13F portfolio, value $441,459.

   13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 2,337 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $342,568.

   13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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