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

U.S. Capital Wealth Advisors, LLC held 85,383 QQQ 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 85,383 shares
    Change vs previous 13F +21,100 shares

    1.24% of the 13F portfolio, value $49,281,285.

    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 64,283 shares
    Change vs previous 13F +264 shares

    1.03% of the 13F portfolio, value $39,489,947.

    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 64,019 shares
    Change vs previous 13F +1,105 shares

    1.03% of the 13F portfolio, value $38,434,849.

    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 62,914 shares
    Change vs previous 13F -10,848 shares

    1.01% of the 13F portfolio, value $34,706,145.

    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 73,762 shares
    Change vs previous 13F -4,591 shares

    1.06% of the 13F portfolio, value $34,588,490.

    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 78,353 shares
    Change vs previous 13F +12,240 shares

    1.24% of the 13F portfolio, value $40,056,498.

    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 66,113 shares
    Change vs previous 13F -10,847 shares

    1.14% of the 13F portfolio, value $32,267,802.

    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 76,960 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $36,872,527.

    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).