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

U.S. Capital Wealth Advisors, LLC held 131,799 BALT 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 131,799 shares
    Change vs previous 13F +6,237 shares

    0.11% of the 13F portfolio, value $4,410,654.

    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 125,562 shares
    Change vs previous 13F +39,350 shares

    0.11% of the 13F portfolio, value $4,207,583.

    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 86,212 shares
    Change vs previous 13F +2,490 shares

    0.08% of the 13F portfolio, value $2,829,478.

    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 83,722 shares
    Change vs previous 13F +2,896 shares

    0.08% of the 13F portfolio, value $2,685,802.

    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 80,826 shares
    Change vs previous 13F +50,860 shares

    0.08% of the 13F portfolio, value $2,536,320.

    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 29,966 shares
    Change vs previous 13F +6,079 shares

    0.03% of the 13F portfolio, value $941,532.

    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 23,887 shares
    Change vs previous 13F -904 shares

    0.03% of the 13F portfolio, value $736,436.

    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 24,791 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $744,474.

    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).