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

U.S. Capital Wealth Advisors, LLC held 11,293 ITA 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 11,293 shares
    Change vs previous 13F +2,962 shares

    0.06% of the 13F portfolio, value $2,470,359.

    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 8,331 shares
    Change vs previous 13F -1,274 shares

    0.05% of the 13F portfolio, value $1,788,582.

    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 9,605 shares
    Change vs previous 13F +7,597 shares

    0.05% of the 13F portfolio, value $2,009,942.

    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 2,008 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $378,789.

    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 2,099 shares
    Change vs previous 13F +468 shares

    0.01% of the 13F portfolio, value $321,357.

    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 1,631 shares
    Change vs previous 13F -390 shares

    0.01% of the 13F portfolio, value $237,066.

    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 2,021 shares
    Change vs previous 13F -7,604 shares

    0.01% of the 13F portfolio, value $302,422.

    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 9,625 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,270,981.

    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).