U.S. Capital Wealth Advisors, LLC: ET 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 ET, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 1,523,408 ET shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 1,523,408 sharesChange vs previous 13F -36,702 shares
0.74% of the 13F portfolio, value $29,401,771.
13F-HR 0001808915-26-000002 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 ended2025-12-3113F 1,560,110 sharesChange vs previous 13F +129,489 shares
0.67% of the 13F portfolio, value $25,726,208.
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).
- period ended2025-09-3013F 1,430,621 sharesChange vs previous 13F +172,814 shares
0.66% of the 13F portfolio, value $24,549,450.
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 1,257,807 sharesChange vs previous 13F +99,848 shares
0.67% of the 13F portfolio, value $22,804,046.
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 1,157,959 sharesChange vs previous 13F +151,170 shares
0.66% of the 13F portfolio, value $21,526,466.
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 1,006,789 sharesChange vs previous 13F +14,941 shares
0.61% of the 13F portfolio, value $19,722,994.
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 991,848 sharesChange vs previous 13F +19,551 shares
0.56% of the 13F portfolio, value $15,919,158.
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 972,297 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $15,770,650.
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).