Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 54,312 CSQ 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 54,312 shares
    Change vs previous 13F -6,093 shares

    0.02% of the 13F portfolio, value $929,821.

    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 60,405 shares
    Change vs previous 13F -2,936 shares

    0.03% of the 13F portfolio, value $1,159,781.

    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 63,341 shares
    Change vs previous 13F +3,377 shares

    0.03% of the 13F portfolio, value $1,221,853.

    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 59,964 shares
    Change vs previous 13F -190 shares

    0.03% of the 13F portfolio, value $1,093,746.

    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 60,154 shares
    Change vs previous 13F -27,674 shares

    0.03% of the 13F portfolio, value $973,289.

    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 87,828 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $1,555,441.

    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 87,766 shares
    Change vs previous 13F +1,986 shares

    0.05% of the 13F portfolio, value $1,522,733.

    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 85,780 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,444,536.

    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).