Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 16,955 IWV 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 16,955 shares
    Change vs previous 13F -801 shares

    0.16% of the 13F portfolio, value $6,284,729.

    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 17,756 shares
    Change vs previous 13F +704 shares

    0.18% of the 13F portfolio, value $6,868,745.

    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 17,052 shares
    Change vs previous 13F +8,607 shares

    0.17% of the 13F portfolio, value $6,461,667.

    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 8,445 shares
    Change vs previous 13F -799 shares

    0.09% of the 13F portfolio, value $2,964,185.

    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 9,244 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $2,936,388.

    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 9,334 shares
    Change vs previous 13F +542 shares

    0.1% of the 13F portfolio, value $3,119,856.

    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 8,792 shares
    Change vs previous 13F -367 shares

    0.1% of the 13F portfolio, value $2,872,469.

    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 9,159 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,827,007.

    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).