U.S. Capital Wealth Advisors, LLC: GS 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 GS, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 10,233 GS shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 10,233 sharesChange vs previous 13F -11,289 shares
0.22% of the 13F portfolio, value $8,657,266.
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 21,522 sharesChange vs previous 13F +436 shares
0.49% of the 13F portfolio, value $18,917,647.
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 21,086 sharesChange vs previous 13F +10,108 shares
0.45% of the 13F portfolio, value $16,791,923.
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 10,978 sharesChange vs previous 13F +4,107 shares
0.23% of the 13F portfolio, value $7,769,828.
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 6,871 sharesChange vs previous 13F +2,097 shares
0.11% of the 13F portfolio, value $3,753,374.
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 4,774 sharesChange vs previous 13F -4,259 shares
0.08% of the 13F portfolio, value $2,733,561.
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 9,033 sharesChange vs previous 13F -87 shares
0.16% of the 13F portfolio, value $4,472,162.
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 9,120 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $4,124,948.
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).