U.S. Capital Wealth Advisors, LLC: CVS 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 CVS, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 13,989 CVS shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 13,989 sharesChange vs previous 13F -682 shares
0.03% of the 13F portfolio, value $1,004,690.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,671 sharesChange vs previous 13F +104 shares
0.03% of the 13F portfolio, value $1,164,291.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,567 sharesChange vs previous 13F +1,412 shares
0.03% of the 13F portfolio, value $1,098,206.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,155 sharesChange vs previous 13F +400 shares
0.03% of the 13F portfolio, value $907,432.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,755 sharesChange vs previous 13F +147 shares
0.03% of the 13F portfolio, value $864,168.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,608 sharesChange vs previous 13F -68,686 shares
0.02% of the 13F portfolio, value $565,991.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 81,294 sharesChange vs previous 13F -1,578 shares
0.18% of the 13F portfolio, value $5,111,782.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 82,872 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $4,894,441.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).