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

U.S. Capital Wealth Advisors, LLC held 1,007,609 PIFI 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 1,007,609 shares
    Change vs previous 13F -4,725 shares

    2.39% of the 13F portfolio, value $94,893,580.

    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 1,012,334 shares
    Change vs previous 13F -7,219 shares

    2.51% of the 13F portfolio, value $95,979,391.

    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 1,019,553 shares
    Change vs previous 13F +78,810 shares

    2.6% of the 13F portfolio, value $96,519,423.

    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 940,743 shares
    Change vs previous 13F +13,860 shares

    2.62% of the 13F portfolio, value $89,520,976.

    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 926,883 shares
    Change vs previous 13F -23,392 shares

    2.66% of the 13F portfolio, value $86,983,996.

    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 950,275 shares
    Change vs previous 13F -20,169 shares

    2.71% of the 13F portfolio, value $87,474,480.

    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 970,444 shares
    Change vs previous 13F +34,149 shares

    3.25% of the 13F portfolio, value $92,177,228.

    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 936,295 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $86,137,708.

    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).