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

U.S. Capital Wealth Advisors, LLC held 74,318 CII 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 74,318 shares
    Change vs previous 13F +3,518 shares

    0.04% of the 13F portfolio, value $1,562,164.

    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 70,800 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,654,596.

    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 70,800 shares
    Change vs previous 13F -1,500 shares

    0.04% of the 13F portfolio, value $1,628,400.

    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 72,300 shares
    Change vs previous 13F +2,500 shares

    0.05% of the 13F portfolio, value $1,543,605.

    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 69,800 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $1,289,206.

    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 70,800 shares
    Change vs previous 13F -2,000 shares

    0.04% of the 13F portfolio, value $1,423,080.

    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 72,800 shares
    Change vs previous 13F -3,000 shares

    0.05% of the 13F portfolio, value $1,433,432.

    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 75,800 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,515,242.

    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).