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

U.S. Capital Wealth Advisors, LLC held 9,870 DEO 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 9,870 shares
    Change vs previous 13F -4,287 shares

    0.02% of the 13F portfolio, value $734,830.

    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 14,157 shares
    Change vs previous 13F -79,339 shares

    0.03% of the 13F portfolio, value $1,221,291.

    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 93,496 shares
    Change vs previous 13F -7,374 shares

    0.24% of the 13F portfolio, value $8,922,298.

    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 100,870 shares
    Change vs previous 13F +11,017 shares

    0.3% of the 13F portfolio, value $10,171,692.

    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 89,853 shares
    Change vs previous 13F +38,661 shares

    0.29% of the 13F portfolio, value $9,415,713.

    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 51,192 shares
    Change vs previous 13F -19,554 shares

    0.2% of the 13F portfolio, value $6,508,087.

    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 70,746 shares
    Change vs previous 13F +8,434 shares

    0.35% of the 13F portfolio, value $9,928,542.

    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 62,312 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,856,268.

    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).