U.S. Capital Wealth Advisors, LLC: BTI 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 BTI, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 287,970 BTI shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 287,970 sharesChange vs previous 13F -645 shares
0.42% of the 13F portfolio, value $16,837,632.
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 288,615 sharesChange vs previous 13F +3,676 shares
0.43% of the 13F portfolio, value $16,341,382.
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 284,939 sharesChange vs previous 13F -9,030 shares
0.41% of the 13F portfolio, value $15,124,541.
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 293,969 sharesChange vs previous 13F -7,645 shares
0.41% of the 13F portfolio, value $13,913,545.
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 301,614 sharesChange vs previous 13F -9,114 shares
0.38% of the 13F portfolio, value $12,477,751.
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 310,728 sharesChange vs previous 13F -7,781 shares
0.35% of the 13F portfolio, value $11,285,626.
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 318,509 sharesChange vs previous 13F +4,368 shares
0.41% of the 13F portfolio, value $11,651,077.
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 314,141 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $9,716,376.
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).