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

U.S. Capital Wealth Advisors, LLC held 128,863 IVLU 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 128,863 shares
    Change vs previous 13F +21,184 shares

    0.13% of the 13F portfolio, value $5,113,284.

    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 107,679 shares
    Change vs previous 13F +20,879 shares

    0.11% of the 13F portfolio, value $4,097,186.

    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 86,800 shares
    Change vs previous 13F -8,425 shares

    0.08% of the 13F portfolio, value $3,079,664.

    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 95,225 shares
    Change vs previous 13F +9,672 shares

    0.09% of the 13F portfolio, value $3,131,950.

    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 85,553 shares
    Change vs previous 13F -14,400 shares

    0.08% of the 13F portfolio, value $2,593,111.

    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 99,953 shares
    Change vs previous 13F +13,526 shares

    0.08% of the 13F portfolio, value $2,709,726.

    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 86,427 shares
    Change vs previous 13F -14,179 shares

    0.09% of the 13F portfolio, value $2,552,189.

    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 100,606 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,760,629.

    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).