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

U.S. Capital Wealth Advisors, LLC held 45,134 IFRA 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 45,134 shares
    Change vs previous 13F -1,201 shares

    0.06% of the 13F portfolio, value $2,581,669.

    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 46,335 shares
    Change vs previous 13F +2,018 shares

    0.06% of the 13F portfolio, value $2,438,146.

    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 44,317 shares
    Change vs previous 13F -551 shares

    0.06% of the 13F portfolio, value $2,340,836.

    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 44,868 shares
    Change vs previous 13F +2,239 shares

    0.06% of the 13F portfolio, value $2,207,069.

    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 42,629 shares
    Change vs previous 13F -7,310 shares

    0.06% of the 13F portfolio, value $1,921,290.

    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 49,939 shares
    Change vs previous 13F +642 shares

    0.07% of the 13F portfolio, value $2,311,656.

    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 49,297 shares
    Change vs previous 13F -651 shares

    0.08% of the 13F portfolio, value $2,315,495.

    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 49,948 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,103,790.

    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).