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

U.S. Capital Wealth Advisors, LLC held 31,506 EFG 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 31,506 shares
    Change vs previous 13F -27,948 shares

    0.09% of the 13F portfolio, value $3,508,871.

    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 59,454 shares
    Change vs previous 13F +1,832 shares

    0.18% of the 13F portfolio, value $6,773,023.

    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 57,622 shares
    Change vs previous 13F +710 shares

    0.18% of the 13F portfolio, value $6,561,963.

    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 56,912 shares
    Change vs previous 13F +12,280 shares

    0.19% of the 13F portfolio, value $6,374,114.

    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 44,632 shares
    Change vs previous 13F +462 shares

    0.14% of the 13F portfolio, value $4,463,214.

    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 44,170 shares
    Change vs previous 13F +6,891 shares

    0.13% of the 13F portfolio, value $4,277,004.

    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 37,279 shares
    Change vs previous 13F +3,953 shares

    0.14% of the 13F portfolio, value $4,013,094.

    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 33,326 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,409,259.

    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).