U.S. Capital Wealth Advisors, LLC: IBTP position timeline

U.S. Capital Wealth Advisors, LLC held 36,874 IBTP 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 36,874 shares

   Change vs previous 13F +3 shares

   0.02% of the 13F portfolio, value $945,081.

   13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 36,871 shares

   Change vs previous 13F +735 shares

   0.02% of the 13F portfolio, value $951,622.

   13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 36,136 shares

   Change vs previous 13F +1,302 shares

   0.03% of the 13F portfolio, value $936,284.

   13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 34,834 shares

   Change vs previous 13F +1,642 shares

   0.03% of the 13F portfolio, value $895,436.

   13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 33,192 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $852,039.

   13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).