U.S. Capital Wealth Advisors, LLC: IXN 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 IXN, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 15,963 IXN shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 15,963 sharesChange vs previous 13F +9,805 shares
0.04% of the 13F portfolio, value $1,595,821.
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 6,158 sharesChange vs previous 13F -338 shares
0.02% of the 13F portfolio, value $646,590.
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 6,496 sharesChange vs previous 13F -194 shares
0.02% of the 13F portfolio, value $670,452.
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 6,690 sharesChange vs previous 13F -24,815 shares
0.02% of the 13F portfolio, value $617,755.
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 31,505 sharesChange vs previous 13F +2,482 shares
0.07% of the 13F portfolio, value $2,386,189.
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 29,023 sharesChange vs previous 13F +3,449 shares
0.08% of the 13F portfolio, value $2,459,699.
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 25,574 sharesChange vs previous 13F +2,822 shares
0.07% of the 13F portfolio, value $2,110,622.
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 22,752 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,884,321.
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).