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

U.S. Capital Wealth Advisors, LLC held 23,328 CCJ 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 23,328 shares
    Change vs previous 13F -6,142 shares

    0.06% of the 13F portfolio, value $2,533,683.

    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 29,470 shares
    Change vs previous 13F +1,008 shares

    0.07% of the 13F portfolio, value $2,696,234.

    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 28,462 shares
    Change vs previous 13F -10,672 shares

    0.06% of the 13F portfolio, value $2,386,840.

    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 39,134 shares
    Change vs previous 13F -549 shares

    0.08% of the 13F portfolio, value $2,904,932.

    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 39,683 shares
    Change vs previous 13F +354 shares

    0.05% of the 13F portfolio, value $1,633,342.

    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 39,329 shares
    Change vs previous 13F +10,231 shares

    0.06% of the 13F portfolio, value $2,021,128.

    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 29,098 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,389,705.

    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).