U.S. Capital Wealth Advisors, LLC: DLR 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 DLR, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 0 DLR shares at 2025-12-31 per its 13F-HR filed 2026-01-23.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -16,596 shares
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 16,596 sharesChange vs previous 13F +7,711 shares
0.08% of the 13F portfolio, value $2,869,070.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,885 sharesChange vs previous 13F -4,041 shares
0.05% of the 13F portfolio, value $1,548,850.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,926 sharesChange vs previous 13F +1,188 shares
0.06% of the 13F portfolio, value $1,852,222.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,738 sharesChange vs previous 13F +346 shares
0.06% of the 13F portfolio, value $2,081,512.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,392 sharesChange vs previous 13F +1,897 shares
0.06% of the 13F portfolio, value $1,843,579.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,495 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,443,763.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).