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

U.S. Capital Wealth Advisors, LLC held 107,650 JAAA 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 107,650 shares
    Change vs previous 13F -31,269 shares

    0.14% of the 13F portfolio, value $5,422,342.

    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 138,919 shares
    Change vs previous 13F -23,527 shares

    0.18% of the 13F portfolio, value $7,026,509.

    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 162,446 shares
    Change vs previous 13F -227,178 shares

    0.22% of the 13F portfolio, value $8,249,031.

    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 389,624 shares
    Change vs previous 13F +44,966 shares

    0.58% of the 13F portfolio, value $19,773,403.

    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 344,658 shares
    Change vs previous 13F +160,248 shares

    0.54% of the 13F portfolio, value $17,477,588.

    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 184,410 shares
    Change vs previous 13F +176,610 shares

    0.29% of the 13F portfolio, value $9,351,447.

    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 7,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,864.

    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).