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

U.S. Capital Wealth Advisors, LLC held 74,989 CGCB 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 74,989 shares
    Change vs previous 13F +10,640 shares

    0.05% of the 13F portfolio, value $1,969,211.

    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 64,349 shares
    Change vs previous 13F +7,865 shares

    0.04% of the 13F portfolio, value $1,706,535.

    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 56,484 shares
    Change vs previous 13F +15,987 shares

    0.04% of the 13F portfolio, value $1,501,345.

    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 40,497 shares
    Change vs previous 13F +4,820 shares

    0.03% of the 13F portfolio, value $1,065,071.

    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 35,677 shares
    Change vs previous 13F +10,168 shares

    0.03% of the 13F portfolio, value $937,592.

    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 25,509 shares
    Change vs previous 13F -289 shares

    0.02% of the 13F portfolio, value $657,877.

    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 25,798 shares
    Change vs previous 13F +828 shares

    0.02% of the 13F portfolio, value $695,256.

    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 24,970 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $644,725.

    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).