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

U.S. Capital Wealth Advisors, LLC held 109,672 MSIF 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 109,672 shares
    Change vs previous 13F -787 shares

    0.03% of the 13F portfolio, value $1,335,802.

    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 110,459 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $1,451,426.

    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 110,339 shares
    Change vs previous 13F +3,345 shares

    0.04% of the 13F portfolio, value $1,448,756.

    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 106,994 shares
    Change vs previous 13F +18,094 shares

    0.05% of the 13F portfolio, value $1,757,919.

    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 88,900 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,464,183.

    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).