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

U.S. Capital Wealth Advisors, LLC held 67,325 DOW 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 67,325 shares
    Change vs previous 13F +49,782 shares

    0.07% of the 13F portfolio, value $2,804,073.

    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 17,543 shares
    Change vs previous 13F -68,319 shares

    0.01% of the 13F portfolio, value $410,161.

    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 85,862 shares
    Change vs previous 13F -213,267 shares

    0.05% of the 13F portfolio, value $1,968,811.

    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 299,129 shares
    Change vs previous 13F +27,697 shares

    0.23% of the 13F portfolio, value $7,920,934.

    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 271,432 shares
    Change vs previous 13F +82,067 shares

    0.29% of the 13F portfolio, value $9,478,412.

    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 189,365 shares
    Change vs previous 13F -68,971 shares

    0.24% of the 13F portfolio, value $7,599,233.

    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 258,336 shares
    Change vs previous 13F +4,377 shares

    0.5% of the 13F portfolio, value $14,112,915.

    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 253,959 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,472,506.

    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).