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

U.S. Capital Wealth Advisors, LLC held 112,761 IGV 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 112,761 shares
    Change vs previous 13F +35,470 shares

    0.23% of the 13F portfolio, value $9,026,518.

    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 77,291 shares
    Change vs previous 13F +2,435 shares

    0.21% of the 13F portfolio, value $8,168,886.

    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 74,856 shares
    Change vs previous 13F -433 shares

    0.23% of the 13F portfolio, value $8,609,189.

    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 75,289 shares
    Change vs previous 13F +910 shares

    0.24% of the 13F portfolio, value $8,244,146.

    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 74,379 shares
    Change vs previous 13F -3,742 shares

    0.2% of the 13F portfolio, value $6,618,987.

    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 78,121 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,821,475.

    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).