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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 4,868 IYK 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 4,868 shares
    Change vs previous 13F +332 shares

    0.01% of the 13F portfolio, value $340,923.

    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 4,536 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $303,546.

    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 4,531 shares
    Change vs previous 13F +192 shares

    0.01% of the 13F portfolio, value $309,880.

    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 4,339 shares
    Change vs previous 13F +874 shares

    0.01% of the 13F portfolio, value $305,813.

    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 3,465 shares
    Change vs previous 13F +103 shares

    0.01% of the 13F portfolio, value $247,990.

    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 3,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,514.

    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).