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

U.S. Capital Wealth Advisors, LLC held 26,873 HERO 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 26,873 shares
    Change vs previous 13F +5,660 shares

    0.02% of the 13F portfolio, value $691,442.

    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 21,213 shares
    Change vs previous 13F -3,920 shares

    0.02% of the 13F portfolio, value $631,225.

    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 25,133 shares
    Change vs previous 13F -57 shares

    0.02% of the 13F portfolio, value $851,526.

    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 25,190 shares
    Change vs previous 13F -681 shares

    0.02% of the 13F portfolio, value $824,469.

    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 25,871 shares
    Change vs previous 13F +5,419 shares

    0.02% of the 13F portfolio, value $645,481.

    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 20,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $480,213.

    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).