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

U.S. Capital Wealth Advisors, LLC held 101,453 COWZ 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 101,453 shares
    Change vs previous 13F +41,494 shares

    0.16% of the 13F portfolio, value $6,346,883.

    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 59,959 shares
    Change vs previous 13F -40,019 shares

    0.09% of the 13F portfolio, value $3,607,733.

    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 99,978 shares
    Change vs previous 13F -65,097 shares

    0.15% of the 13F portfolio, value $5,745,736.

    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 165,075 shares
    Change vs previous 13F -52,433 shares

    0.27% of the 13F portfolio, value $9,095,623.

    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 217,508 shares
    Change vs previous 13F +23,274 shares

    0.36% of the 13F portfolio, value $11,910,757.

    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 194,234 shares
    Change vs previous 13F +32,170 shares

    0.34% of the 13F portfolio, value $10,970,363.

    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 162,064 shares
    Change vs previous 13F +869 shares

    0.33% of the 13F portfolio, value $9,372,167.

    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 161,195 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,783,519.

    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).