U.S. Capital Wealth Advisors, LLC: IJK 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 IJK, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 11,108 IJK shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 11,108 sharesChange vs previous 13F -147 shares
0.03% of the 13F portfolio, value $1,117,713.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,255 sharesChange vs previous 13F -441 shares
0.03% of the 13F portfolio, value $1,090,410.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,696 sharesChange vs previous 13F -2,652 shares
0.03% of the 13F portfolio, value $1,121,482.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,348 sharesChange vs previous 13F +94 shares
0.04% of the 13F portfolio, value $1,305,336.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,254 sharesChange vs previous 13F +3,727 shares
0.04% of the 13F portfolio, value $1,187,031.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,527 sharesChange vs previous 13F +4,671 shares
0.03% of the 13F portfolio, value $957,182.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,856 sharesChange vs previous 13F -2,400 shares
0.02% of the 13F portfolio, value $538,296.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 8,256 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $727,392.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).