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

U.S. Capital Wealth Advisors, LLC held 35,147 IYW 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 35,147 shares
    Change vs previous 13F +4,921 shares

    0.16% of the 13F portfolio, value $6,376,443.

    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 30,226 shares
    Change vs previous 13F +1,503 shares

    0.16% of the 13F portfolio, value $6,035,610.

    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 28,723 shares
    Change vs previous 13F -1,458 shares

    0.15% of the 13F portfolio, value $5,625,767.

    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 30,181 shares
    Change vs previous 13F +2,018 shares

    0.15% of the 13F portfolio, value $5,229,429.

    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 28,163 shares
    Change vs previous 13F -2,103 shares

    0.12% of the 13F portfolio, value $3,955,164.

    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 30,266 shares
    Change vs previous 13F +20,584 shares

    0.15% of the 13F portfolio, value $4,827,954.

    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 9,682 shares
    Change vs previous 13F -31,008 shares

    0.05% of the 13F portfolio, value $1,468,043.

    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 40,690 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,123,869.

    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).