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

U.S. Capital Wealth Advisors, LLC held 219,164 CGDV 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 219,164 shares
    Change vs previous 13F +16,440 shares

    0.23% of the 13F portfolio, value $9,323,253.

    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 202,724 shares
    Change vs previous 13F +6,731 shares

    0.23% of the 13F portfolio, value $8,846,875.

    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 195,993 shares
    Change vs previous 13F +5,924 shares

    0.22% of the 13F portfolio, value $8,237,585.

    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 190,069 shares
    Change vs previous 13F +11,831 shares

    0.22% of the 13F portfolio, value $7,505,824.

    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 178,238 shares
    Change vs previous 13F +5,985 shares

    0.19% of the 13F portfolio, value $6,352,402.

    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 172,253 shares
    Change vs previous 13F +3,222 shares

    0.19% of the 13F portfolio, value $6,073,641.

    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 169,031 shares
    Change vs previous 13F +3,043 shares

    0.22% of the 13F portfolio, value $6,159,490.

    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 165,988 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,477,604.

    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).