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

U.S. Capital Wealth Advisors, LLC held 102,039 AVGO 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 102,039 shares
    Change vs previous 13F +22,935 shares

    0.79% of the 13F portfolio, value $31,582,243.

    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 79,104 shares
    Change vs previous 13F +2,334 shares

    0.72% of the 13F portfolio, value $27,377,962.

    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 76,770 shares
    Change vs previous 13F +26,184 shares

    0.68% of the 13F portfolio, value $25,327,103.

    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 50,586 shares
    Change vs previous 13F -68,826 shares

    0.41% of the 13F portfolio, value $13,943,998.

    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 119,412 shares
    Change vs previous 13F +30,002 shares

    0.61% of the 13F portfolio, value $19,993,169.

    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 89,410 shares
    Change vs previous 13F +47,700 shares

    0.64% of the 13F portfolio, value $20,728,773.

    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 41,710 shares
    Change vs previous 13F +37,532 shares

    0.25% of the 13F portfolio, value $7,195,023.

    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 4,178 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,707,450.

    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).