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

U.S. Capital Wealth Advisors, LLC held 13,896 NVS 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 13,896 shares
    Change vs previous 13F -1,163 shares

    0.05% of the 13F portfolio, value $2,122,543.

    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 15,059 shares
    Change vs previous 13F -567 shares

    0.05% of the 13F portfolio, value $2,076,167.

    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 15,626 shares
    Change vs previous 13F +108 shares

    0.05% of the 13F portfolio, value $2,003,862.

    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 15,518 shares
    Change vs previous 13F +543 shares

    0.05% of the 13F portfolio, value $1,877,830.

    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 14,975 shares
    Change vs previous 13F +314 shares

    0.05% of the 13F portfolio, value $1,669,360.

    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 14,661 shares
    Change vs previous 13F +213 shares

    0.04% of the 13F portfolio, value $1,426,651.

    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 14,448 shares
    Change vs previous 13F +1,547 shares

    0.06% of the 13F portfolio, value $1,661,796.

    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 12,901 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,373,428.

    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).