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
- period ended2026-03-3113F 14,401 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,878 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,711 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,071 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,402 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,348 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,466 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).