Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 106,324 BAR 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 106,324 shares
    Change vs previous 13F -30,350 shares

    0.12% of the 13F portfolio, value $4,904,726.

    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 136,674 shares
    Change vs previous 13F -13,836 shares

    0.15% of the 13F portfolio, value $5,807,278.

    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 150,510 shares
    Change vs previous 13F +646 shares

    0.15% of the 13F portfolio, value $5,728,411.

    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 149,864 shares
    Change vs previous 13F +7,140 shares

    0.14% of the 13F portfolio, value $4,891,561.

    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 142,724 shares
    Change vs previous 13F +17,699 shares

    0.13% of the 13F portfolio, value $4,401,608.

    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 125,025 shares
    Change vs previous 13F +9,350 shares

    0.1% of the 13F portfolio, value $3,236,897.

    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 115,675 shares
    Change vs previous 13F -3,800 shares

    0.11% of the 13F portfolio, value $3,004,080.

    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 119,475 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,743,146.

    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).