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

U.S. Capital Wealth Advisors, LLC held 12,751 GPIQ 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 12,751 shares
    Change vs previous 13F +2,390 shares

    0.02% of the 13F portfolio, value $631,047.

    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 10,361 shares
    Change vs previous 13F +3,231 shares

    0.01% of the 13F portfolio, value $547,786.

    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 7,130 shares
    Change vs previous 13F -1,350 shares

    0.01% of the 13F portfolio, value $374,040.

    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 8,480 shares
    Change vs previous 13F -21,975 shares

    0.01% of the 13F portfolio, value $422,389.

    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 30,455 shares
    Change vs previous 13F -1,525 shares

    0.04% of the 13F portfolio, value $1,358,293.

    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 31,980 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $1,567,979.

    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 32,480 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,557,416.

    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).