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

U.S. Capital Wealth Advisors, LLC held 62,194 JIRE 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 62,194 shares
    Change vs previous 13F +4,906 shares

    0.12% of the 13F portfolio, value $4,710,590.

    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 57,288 shares
    Change vs previous 13F +13,536 shares

    0.11% of the 13F portfolio, value $4,289,741.

    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 43,752 shares
    Change vs previous 13F -17,383 shares

    0.09% of the 13F portfolio, value $3,217,522.

    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 61,135 shares
    Change vs previous 13F +6,649 shares

    0.13% of the 13F portfolio, value $4,326,524.

    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 54,486 shares
    Change vs previous 13F -17,320 shares

    0.11% of the 13F portfolio, value $3,471,848.

    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 71,806 shares
    Change vs previous 13F +10,878 shares

    0.13% of the 13F portfolio, value $4,201,369.

    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 60,928 shares
    Change vs previous 13F +11,978 shares

    0.14% of the 13F portfolio, value $4,023,076.

    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 48,950 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,064,270.

    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).