U.S. Capital Wealth Advisors, LLC: JBL 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 JBL, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 2,698 JBL shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 2,698 sharesChange vs previous 13F -10,458 shares
0.02% of the 13F portfolio, value $716,755.
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 13,156 sharesChange vs previous 13F -1,364 shares
0.08% of the 13F portfolio, value $2,999,899.
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 14,520 sharesChange vs previous 13F +11,835 shares
0.08% of the 13F portfolio, value $3,153,366.
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 2,685 sharesChange vs previous 13F +162 shares
0.02% of the 13F portfolio, value $585,650.
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 2,523 sharesChange vs previous 13F +504 shares
0.01% of the 13F portfolio, value $343,330.
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 2,019 sharesChange vs previous 13F +36 shares
0.01% of the 13F portfolio, value $290,554.
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 1,983 sharesChange vs previous 13F +120 shares
0.01% of the 13F portfolio, value $237,632.
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 1,863 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $202,676.
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).