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

U.S. Capital Wealth Advisors, LLC held 9,274 DGRO 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 9,274 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $650,849.

    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 8,685 shares
    Change vs previous 13F -4,076 shares

    0.02% of the 13F portfolio, value $602,923.

    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 12,761 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $868,742.

    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 12,709 shares
    Change vs previous 13F +3,547 shares

    0.02% of the 13F portfolio, value $812,595.

    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 9,162 shares
    Change vs previous 13F -44,790 shares

    0.02% of the 13F portfolio, value $566,028.

    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 53,952 shares
    Change vs previous 13F +17,500 shares

    0.1% of the 13F portfolio, value $3,309,391.

    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 36,452 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,285,160.

    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).