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

U.S. Capital Wealth Advisors, LLC held 12,804 IVE 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 12,804 shares
    Change vs previous 13F +1,526 shares

    0.07% of the 13F portfolio, value $2,703,620.

    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 11,278 shares
    Change vs previous 13F +5,844 shares

    0.06% of the 13F portfolio, value $2,391,683.

    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 5,434 shares
    Change vs previous 13F -1,798 shares

    0.03% of the 13F portfolio, value $1,122,221.

    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 7,232 shares
    Change vs previous 13F +1,352 shares

    0.04% of the 13F portfolio, value $1,413,287.

    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 5,880 shares
    Change vs previous 13F -9,241 shares

    0.03% of the 13F portfolio, value $1,120,586.

    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 15,121 shares
    Change vs previous 13F +396 shares

    0.09% of the 13F portfolio, value $2,886,237.

    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 14,725 shares
    Change vs previous 13F -1,475 shares

    0.1% of the 13F portfolio, value $2,903,296.

    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 16,200 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,948,548.

    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).