U.S. Capital Wealth Advisors, LLC: IWN 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 IWN, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 1,929 IWN shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 1,929 sharesChange vs previous 13F +31 shares
0.01% of the 13F portfolio, value $365,728.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,898 sharesChange vs previous 13F +95 shares
0.01% of the 13F portfolio, value $343,945.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,803 sharesChange vs previous 13F +76 shares
0.01% of the 13F portfolio, value $318,797.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,727 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $272,459.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,727 sharesChange vs previous 13F -5,194 shares
0.01% of the 13F portfolio, value $260,750.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,921 sharesChange vs previous 13F -44,005 shares
0.04% of the 13F portfolio, value $1,136,264.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,926 sharesChange vs previous 13F +48,950 shares
0.3% of the 13F portfolio, value $8,495,414.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,976 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $300,952.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).