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

U.S. Capital Wealth Advisors, LLC held 127,012 DFAI 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 127,012 shares
    Change vs previous 13F +3,449 shares

    0.12% of the 13F portfolio, value $4,948,390.

    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 123,563 shares
    Change vs previous 13F -1,816 shares

    0.12% of the 13F portfolio, value $4,708,973.

    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 125,379 shares
    Change vs previous 13F +19 shares

    0.12% of the 13F portfolio, value $4,557,516.

    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 125,360 shares
    Change vs previous 13F +24,602 shares

    0.13% of the 13F portfolio, value $4,333,685.

    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 100,758 shares
    Change vs previous 13F -2,410 shares

    0.1% of the 13F portfolio, value $3,146,672.

    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 103,168 shares
    Change vs previous 13F +702 shares

    0.09% of the 13F portfolio, value $3,012,506.

    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 102,466 shares
    Change vs previous 13F +12,557 shares

    0.11% of the 13F portfolio, value $3,256,369.

    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 89,909 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,667,600.

    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).