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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 200,271 KWEB 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 200,271 shares
    Change vs previous 13F -50,658 shares

    0.14% of the 13F portfolio, value $5,693,692.

    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 250,929 shares
    Change vs previous 13F +60,411 shares

    0.22% of the 13F portfolio, value $8,544,123.

    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 190,518 shares
    Change vs previous 13F +3,897 shares

    0.22% of the 13F portfolio, value $8,003,660.

    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 186,621 shares
    Change vs previous 13F +11,375 shares

    0.19% of the 13F portfolio, value $6,406,698.

    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 175,246 shares
    Change vs previous 13F +29,699 shares

    0.19% of the 13F portfolio, value $6,117,837.

    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 145,547 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,255,793.

    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).