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

U.S. Capital Wealth Advisors, LLC held 0 OCSL shares at 2024-12-31 per its 13F-HR filed 2025-01-24.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -81,535 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 81,535 shares
    Change vs previous 13F -49,925 shares

    0.05% of the 13F portfolio, value $1,329,836.

    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).

  3. period ended2024-06-30
    13F 131,460 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,472,763.

    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).