U.S. Capital Wealth Advisors, LLC: BSV 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 BSV, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 4,269 BSV shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 4,269 sharesChange vs previous 13F +59 shares
0.01% of the 13F portfolio, value $334,732.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,210 sharesChange vs previous 13F -222 shares
0.01% of the 13F portfolio, value $331,790.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,432 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $349,729.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,432 sharesChange vs previous 13F +548 shares
0.01% of the 13F portfolio, value $348,798.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,884 sharesChange vs previous 13F -325 shares
0.01% of the 13F portfolio, value $304,040.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,209 sharesChange vs previous 13F -11,902 shares
0.01% of the 13F portfolio, value $325,194.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,111 sharesChange vs previous 13F +9,023 shares
0.04% of the 13F portfolio, value $1,267,806.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,088 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $543,657.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).