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

U.S. Capital Wealth Advisors, LLC held 210,828 DFAU 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 210,828 shares
    Change vs previous 13F -1,328 shares

    0.24% of the 13F portfolio, value $9,512,565.

    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 212,156 shares
    Change vs previous 13F -2,770 shares

    0.26% of the 13F portfolio, value $9,928,903.

    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 214,926 shares
    Change vs previous 13F -2,032 shares

    0.26% of the 13F portfolio, value $9,835,016.

    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 216,958 shares
    Change vs previous 13F +2,552 shares

    0.27% of the 13F portfolio, value $9,190,343.

    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 214,406 shares
    Change vs previous 13F +500 shares

    0.25% of the 13F portfolio, value $8,241,767.

    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 213,906 shares
    Change vs previous 13F +507 shares

    0.27% of the 13F portfolio, value $8,661,054.

    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 213,399 shares
    Change vs previous 13F +1,553 shares

    0.3% of the 13F portfolio, value $8,469,806.

    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 211,846 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,942,107.

    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).