U.S. Capital Wealth Advisors, LLC: BA 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 BA, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 64,699 BA shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 64,699 sharesChange vs previous 13F +383 shares
0.32% of the 13F portfolio, value $12,877,002.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,316 sharesChange vs previous 13F +1,608 shares
0.36% of the 13F portfolio, value $13,964,318.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,708 sharesChange vs previous 13F +474 shares
0.36% of the 13F portfolio, value $13,534,296.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,234 sharesChange vs previous 13F +2,396 shares
0.38% of the 13F portfolio, value $13,039,917.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,838 sharesChange vs previous 13F +26,182 shares
0.31% of the 13F portfolio, value $10,205,393.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,656 sharesChange vs previous 13F +26,055 shares
0.18% of the 13F portfolio, value $5,957,112.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,601 sharesChange vs previous 13F +3,234 shares
0.04% of the 13F portfolio, value $1,155,656.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,367 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $794,838.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).