Skip to content

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

U.S. Capital Wealth Advisors, LLC held 14,401 CEG 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 14,401 shares
    Change vs previous 13F +3,523 shares

    0.1% of the 13F portfolio, value $4,021,605.

    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 10,878 shares
    Change vs previous 13F +167 shares

    0.1% of the 13F portfolio, value $3,842,926.

    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 10,711 shares
    Change vs previous 13F +1,472 shares

    0.09% of the 13F portfolio, value $3,524,547.

    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 9,239 shares
    Change vs previous 13F -13,832 shares

    0.09% of the 13F portfolio, value $2,981,827.

    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 23,071 shares
    Change vs previous 13F -3,331 shares

    0.14% of the 13F portfolio, value $4,651,873.

    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 26,402 shares
    Change vs previous 13F +24,054 shares

    0.18% of the 13F portfolio, value $5,906,467.

    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 2,348 shares
    Change vs previous 13F +882 shares

    0.02% of the 13F portfolio, value $610,594.

    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 1,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,613.

    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).