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

U.S. Capital Wealth Advisors, LLC held 186,072 IEF 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 186,072 shares
    Change vs previous 13F +14,420 shares

    0.45% of the 13F portfolio, value $17,758,664.

    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 171,652 shares
    Change vs previous 13F -1,885 shares

    0.43% of the 13F portfolio, value $16,506,056.

    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 173,537 shares
    Change vs previous 13F +391 shares

    0.45% of the 13F portfolio, value $16,739,379.

    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 173,146 shares
    Change vs previous 13F -537 shares

    0.48% of the 13F portfolio, value $16,582,192.

    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 173,683 shares
    Change vs previous 13F -4,760 shares

    0.51% of the 13F portfolio, value $16,564,148.

    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 178,443 shares
    Change vs previous 13F -289 shares

    0.51% of the 13F portfolio, value $16,497,055.

    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 178,732 shares
    Change vs previous 13F +2,997 shares

    0.62% of the 13F portfolio, value $17,537,184.

    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 175,735 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $16,457,583.

    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).