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

U.S. Capital Wealth Advisors, LLC held 97,589 FBND 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 97,589 shares
    Change vs previous 13F +57,668 shares

    0.11% of the 13F portfolio, value $4,452,009.

    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 39,921 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,837,952.

    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).