U.S. Capital Wealth Advisors, LLC: CCI 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 CCI, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 3,905 CCI shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 3,905 sharesChange vs previous 13F +73 shares
0.01% of the 13F portfolio, value $317,475.
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 3,832 sharesChange vs previous 13F -101 shares
0.01% of the 13F portfolio, value $340,505.
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 3,933 sharesChange vs previous 13F -731 shares
0.01% of the 13F portfolio, value $379,447.
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 4,664 sharesChange vs previous 13F -12,492 shares
0.01% of the 13F portfolio, value $479,081.
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 17,156 sharesChange vs previous 13F -7,845 shares
0.05% of the 13F portfolio, value $1,788,181.
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 25,001 sharesChange vs previous 13F -38,818 shares
0.07% of the 13F portfolio, value $2,269,079.
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 63,819 sharesChange vs previous 13F +1,193 shares
0.27% of the 13F portfolio, value $7,570,859.
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 62,626 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $6,118,547.
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).