Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 4,402 IUSV 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 4,402 shares
    Change vs previous 13F -48,658 shares

    0.01% of the 13F portfolio, value $450,105.

    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 53,060 shares
    Change vs previous 13F +6,042 shares

    0.14% of the 13F portfolio, value $5,440,797.

    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 47,018 shares
    Change vs previous 13F +44,426 shares

    0.13% of the 13F portfolio, value $4,699,478.

    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 2,592 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $245,281.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $258,504.

    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 2,801 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $259,345.

    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 2,624 shares
    Change vs previous 13F -815 shares

    0.01% of the 13F portfolio, value $250,566.

    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 3,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $303,093.

    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).