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

U.S. Capital Wealth Advisors, LLC held 15,209 DIA 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 15,209 shares
    Change vs previous 13F -1,463 shares

    0.18% of the 13F portfolio, value $7,044,565.

    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 16,672 shares
    Change vs previous 13F +168 shares

    0.21% of the 13F portfolio, value $8,011,967.

    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 16,504 shares
    Change vs previous 13F -785 shares

    0.21% of the 13F portfolio, value $7,653,473.

    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 17,289 shares
    Change vs previous 13F +163 shares

    0.22% of the 13F portfolio, value $7,618,310.

    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 17,126 shares
    Change vs previous 13F -551 shares

    0.22% of the 13F portfolio, value $7,190,781.

    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 17,677 shares
    Change vs previous 13F -18,680 shares

    0.23% of the 13F portfolio, value $7,521,615.

    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 36,357 shares
    Change vs previous 13F +33,336 shares

    0.54% of the 13F portfolio, value $15,383,290.

    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 3,021 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,181,526.

    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).