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

U.S. Capital Wealth Advisors, LLC held 286,336 BAI 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 286,336 shares
    Change vs previous 13F +26,592 shares

    0.24% of the 13F portfolio, value $9,434,768.

    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 259,744 shares
    Change vs previous 13F +123,595 shares

    0.23% of the 13F portfolio, value $8,649,472.

    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 136,149 shares
    Change vs previous 13F +60,678 shares

    0.13% of the 13F portfolio, value $4,650,856.

    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 75,471 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,177,344.

    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).