Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 69,852 EFV 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 69,852 shares
    Change vs previous 13F -8,241 shares

    0.13% of the 13F portfolio, value $5,193,497.

    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 78,093 shares
    Change vs previous 13F -1,009 shares

    0.15% of the 13F portfolio, value $5,576,622.

    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 79,102 shares
    Change vs previous 13F -1,905 shares

    0.14% of the 13F portfolio, value $5,365,462.

    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 81,007 shares
    Change vs previous 13F +11,410 shares

    0.15% of the 13F portfolio, value $5,142,299.

    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 69,597 shares
    Change vs previous 13F -5,458 shares

    0.13% of the 13F portfolio, value $4,102,065.

    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 75,055 shares
    Change vs previous 13F -191 shares

    0.12% of the 13F portfolio, value $3,938,137.

    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 75,246 shares
    Change vs previous 13F +15,988 shares

    0.15% of the 13F portfolio, value $4,328,886.

    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 59,258 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,143,021.

    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).