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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 0 IDNA shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -23,427 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 23,427 shares
    Change vs previous 13F -6,287 shares

    0.01% of the 13F portfolio, value $553,219.

    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).

  3. period ended2025-06-30
    13F 29,714 shares
    Change vs previous 13F +4,552 shares

    0.02% of the 13F portfolio, value $609,434.

    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).

  4. period ended2025-03-31
    13F 25,162 shares
    Change vs previous 13F +6,053 shares

    0.02% of the 13F portfolio, value $515,569.

    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).

  5. period ended2024-12-31
    13F 19,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $432,437.

    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).