U.S. Capital Wealth Advisors, LLC: GIS 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 GIS, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 6,558 GIS shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 6,558 sharesChange vs previous 13F +544 shares
0.01% of the 13F portfolio, value $244,105.
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 6,014 sharesChange vs previous 13F -4,225 shares
0.01% of the 13F portfolio, value $279,632.
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 10,239 sharesChange vs previous 13F +5,094 shares
0.01% of the 13F portfolio, value $516,231.
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 5,145 sharesChange vs previous 13F +234 shares
0.01% of the 13F portfolio, value $266,566.
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 4,911 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $293,644.
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).