U.S. Capital Wealth Advisors, LLC: FISV 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 FISV, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 13,275 FISV shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 13,275 sharesChange vs previous 13F +3,937 shares
0.02% of the 13F portfolio, value $740,745.
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 9,338 sharesChange vs previous 13F +1,819 shares
0.02% of the 13F portfolio, value $627,233.
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 7,519 sharesChange vs previous 13F -376 shares
0.03% of the 13F portfolio, value $969,360.
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 7,895 sharesChange vs previous 13F -135 shares
0.04% of the 13F portfolio, value $1,361,091.
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 8,030 sharesChange vs previous 13F -139 shares
0.05% of the 13F portfolio, value $1,773,305.
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 8,169 sharesChange vs previous 13F -658 shares
0.05% of the 13F portfolio, value $1,678,076.
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 8,827 sharesChange vs previous 13F -1,626 shares
0.06% of the 13F portfolio, value $1,585,771.
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 10,453 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,557,915.
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).