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

U.S. Capital Wealth Advisors, LLC held 19,717 IDV 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 19,717 shares
    Change vs previous 13F -7,652 shares

    0.02% of the 13F portfolio, value $839,158.

    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 27,369 shares
    Change vs previous 13F +12,003 shares

    0.03% of the 13F portfolio, value $1,079,698.

    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 15,366 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $561,636.

    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 15,046 shares
    Change vs previous 13F -286 shares

    0.02% of the 13F portfolio, value $519,249.

    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 15,332 shares
    Change vs previous 13F -5,052 shares

    0.01% of the 13F portfolio, value $475,592.

    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 20,384 shares
    Change vs previous 13F -2,783 shares

    0.02% of the 13F portfolio, value $558,121.

    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).

  7. period ended2024-09-30
    13F 23,167 shares
    Change vs previous 13F -3,603 shares

    0.02% of the 13F portfolio, value $700,334.

    13F-HR 0001808915-24-000007 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).

  8. period ended2024-06-30
    13F 26,770 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $740,732.

    13F-HR 0001808915-24-000004 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).