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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 88,451 IAGG 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 88,451 shares
    Change vs previous 13F +7,246 shares

    0.11% of the 13F portfolio, value $4,426,102.

    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 81,205 shares
    Change vs previous 13F +3,997 shares

    0.11% of the 13F portfolio, value $4,061,052.

    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 77,208 shares
    Change vs previous 13F +23,959 shares

    0.11% of the 13F portfolio, value $3,955,366.

    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 53,249 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,720,491.

    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).