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

U.S. Capital Wealth Advisors, LLC held 262,159 BALI 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 262,159 shares
    Change vs previous 13F +1,389 shares

    0.2% of the 13F portfolio, value $8,077,133.

    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 260,770 shares
    Change vs previous 13F +11,119 shares

    0.22% of the 13F portfolio, value $8,261,178.

    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 249,651 shares
    Change vs previous 13F -28,298 shares

    0.21% of the 13F portfolio, value $7,923,927.

    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 277,949 shares
    Change vs previous 13F +19,712 shares

    0.24% of the 13F portfolio, value $8,369,036.

    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 258,237 shares
    Change vs previous 13F +17,491 shares

    0.23% of the 13F portfolio, value $7,434,631.

    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 240,746 shares
    Change vs previous 13F +181,076 shares

    0.23% of the 13F portfolio, value $7,282,579.

    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 59,670 shares
    Change vs previous 13F +48,433 shares

    0.06% of the 13F portfolio, value $1,812,315.

    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 11,237 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $332,390.

    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).