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

U.S. Capital Wealth Advisors, LLC held 189,803 CGDG 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 189,803 shares
    Change vs previous 13F +16,781 shares

    0.17% of the 13F portfolio, value $6,813,924.

    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 173,022 shares
    Change vs previous 13F +8,059 shares

    0.16% of the 13F portfolio, value $6,166,493.

    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 164,963 shares
    Change vs previous 13F +33,597 shares

    0.15% of the 13F portfolio, value $5,715,957.

    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 131,366 shares
    Change vs previous 13F +19,513 shares

    0.13% of the 13F portfolio, value $4,417,828.

    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 111,853 shares
    Change vs previous 13F +18,770 shares

    0.11% of the 13F portfolio, value $3,456,248.

    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 93,083 shares
    Change vs previous 13F +5,446 shares

    0.09% of the 13F portfolio, value $2,758,980.

    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 87,637 shares
    Change vs previous 13F +5,319 shares

    0.09% of the 13F portfolio, value $2,692,209.

    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 82,318 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,341,947.

    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).