U.S. Capital Wealth Advisors, LLC: IXUS 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 IXUS, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 7,106 IXUS shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 7,106 sharesChange vs previous 13F +206 shares
0.02% of the 13F portfolio, value $615,677.
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 6,900 sharesChange vs previous 13F +596 shares
0.02% of the 13F portfolio, value $584,029.
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 6,304 sharesChange vs previous 13F +17 shares
0.01% of the 13F portfolio, value $520,619.
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 6,287 sharesChange vs previous 13F +925 shares
0.01% of the 13F portfolio, value $486,080.
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 5,362 sharesChange vs previous 13F +735 shares
0.01% of the 13F portfolio, value $374,321.
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 4,627 sharesChange vs previous 13F +65 shares
0.01% of the 13F portfolio, value $306,030.
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 4,562 sharesChange vs previous 13F -42 shares
0.01% of the 13F portfolio, value $331,338.
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 4,604 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $311,050.
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).