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

U.S. Capital Wealth Advisors, LLC held 652,918 FNDX 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 652,918 shares
    Change vs previous 13F +17,688 shares

    0.46% of the 13F portfolio, value $18,183,760.

    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 635,230 shares
    Change vs previous 13F +10,945 shares

    0.45% of the 13F portfolio, value $17,284,602.

    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 624,285 shares
    Change vs previous 13F -14,517 shares

    0.44% of the 13F portfolio, value $16,418,690.

    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 638,802 shares
    Change vs previous 13F +144,855 shares

    0.46% of the 13F portfolio, value $15,676,209.

    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 493,947 shares
    Change vs previous 13F -25,657 shares

    0.36% of the 13F portfolio, value $11,662,095.

    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 519,604 shares
    Change vs previous 13F +373,800 shares

    0.38% of the 13F portfolio, value $12,304,214.

    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 145,804 shares
    Change vs previous 13F +21,827 shares

    0.37% of the 13F portfolio, value $10,462,886.

    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 123,977 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,303,975.

    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).