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

U.S. Capital Wealth Advisors, LLC held 428,360 IUSB 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 428,360 shares
    Change vs previous 13F +61,664 shares

    0.5% of the 13F portfolio, value $19,785,956.

    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 366,696 shares
    Change vs previous 13F -4,664 shares

    0.45% of the 13F portfolio, value $17,066,012.

    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 371,360 shares
    Change vs previous 13F -867 shares

    0.47% of the 13F portfolio, value $17,346,227.

    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 372,227 shares
    Change vs previous 13F -9,962 shares

    0.5% of the 13F portfolio, value $17,208,040.

    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 382,189 shares
    Change vs previous 13F +322,089 shares

    0.54% of the 13F portfolio, value $17,611,258.

    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 60,100 shares
    Change vs previous 13F -10,416 shares

    0.08% of the 13F portfolio, value $2,716,516.

    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 70,516 shares
    Change vs previous 13F +9,168 shares

    0.12% of the 13F portfolio, value $3,322,712.

    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 61,348 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,774,161.

    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).