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

U.S. Capital Wealth Advisors, LLC held 58,106 CALF 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 58,106 shares
    Change vs previous 13F +9,332 shares

    0.07% of the 13F portfolio, value $2,607,216.

    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 48,774 shares
    Change vs previous 13F -9,979 shares

    0.06% of the 13F portfolio, value $2,164,102.

    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 58,753 shares
    Change vs previous 13F -7,997 shares

    0.07% of the 13F portfolio, value $2,572,206.

    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 66,750 shares
    Change vs previous 13F +19,839 shares

    0.08% of the 13F portfolio, value $2,657,652.

    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 46,911 shares
    Change vs previous 13F -32,034 shares

    0.05% of the 13F portfolio, value $1,759,163.

    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 78,945 shares
    Change vs previous 13F +22,355 shares

    0.11% of the 13F portfolio, value $3,474,356.

    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 56,590 shares
    Change vs previous 13F +1,260 shares

    0.09% of the 13F portfolio, value $2,632,580.

    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 55,330 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,410,175.

    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).