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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 18,103 IWR 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 18,103 shares
    Change vs previous 13F -1,574 shares

    0.04% of the 13F portfolio, value $1,760,159.

    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 19,677 shares
    Change vs previous 13F -679 shares

    0.05% of the 13F portfolio, value $1,894,349.

    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 20,356 shares
    Change vs previous 13F -898 shares

    0.05% of the 13F portfolio, value $1,965,396.

    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 21,254 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $1,954,755.

    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 21,145 shares
    Change vs previous 13F +375 shares

    0.06% of the 13F portfolio, value $1,798,840.

    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 20,770 shares
    Change vs previous 13F +1,432 shares

    0.06% of the 13F portfolio, value $1,836,025.

    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 19,338 shares
    Change vs previous 13F +94 shares

    0.06% of the 13F portfolio, value $1,704,449.

    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 19,244 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,560,277.

    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).