U.S. Capital Wealth Advisors, LLC: GRID 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 GRID, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 6,250 GRID shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 6,250 sharesChange vs previous 13F +4,642 shares
0.03% of the 13F portfolio, value $1,022,455.
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 1,608 sharesChange vs previous 13F +1,608 shares
0.01% of the 13F portfolio, value $246,031.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -16,610 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 16,610 sharesChange vs previous 13F +1,590 shares
0.06% of the 13F portfolio, value $1,879,089.
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 15,020 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,792,487.
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).