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

U.S. Capital Wealth Advisors, LLC held 44,613 BRK-B 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 44,613 shares
    Change vs previous 13F +2,686 shares

    0.54% of the 13F portfolio, value $21,378,630.

    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 41,927 shares
    Change vs previous 13F +57 shares

    0.55% of the 13F portfolio, value $21,074,689.

    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 41,870 shares
    Change vs previous 13F -755 shares

    0.57% of the 13F portfolio, value $21,049,809.

    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 42,625 shares
    Change vs previous 13F -2,041 shares

    0.6% of the 13F portfolio, value $20,706,107.

    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 44,666 shares
    Change vs previous 13F +2,259 shares

    0.73% of the 13F portfolio, value $23,788,128.

    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 42,407 shares
    Change vs previous 13F +413 shares

    0.59% of the 13F portfolio, value $19,222,018.

    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 41,994 shares
    Change vs previous 13F -10,231 shares

    0.68% of the 13F portfolio, value $19,327,928.

    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 52,225 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $21,245,130.

    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).