Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 9,218 IWD 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 9,218 shares
    Change vs previous 13F +479 shares

    0.05% of the 13F portfolio, value $1,969,670.

    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 8,739 shares
    Change vs previous 13F -68 shares

    0.05% of the 13F portfolio, value $1,838,138.

    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 8,807 shares
    Change vs previous 13F -1,343 shares

    0.05% of the 13F portfolio, value $1,793,082.

    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 10,150 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $1,971,409.

    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 10,091 shares
    Change vs previous 13F -990 shares

    0.06% of the 13F portfolio, value $1,898,803.

    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 11,081 shares
    Change vs previous 13F +3,627 shares

    0.06% of the 13F portfolio, value $2,051,413.

    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 7,454 shares
    Change vs previous 13F -1,272 shares

    0.05% of the 13F portfolio, value $1,414,769.

    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 8,726 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,522,425.

    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).