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

U.S. Capital Wealth Advisors, LLC held 118,735 SHV 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 118,735 shares
    Change vs previous 13F +48,890 shares

    0.33% of the 13F portfolio, value $13,107,157.

    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 69,845 shares
    Change vs previous 13F +13,662 shares

    0.2% of the 13F portfolio, value $7,693,427.

    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 56,183 shares
    Change vs previous 13F +8,355 shares

    0.17% of the 13F portfolio, value $6,207,660.

    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 47,828 shares
    Change vs previous 13F -6,666 shares

    0.15% of the 13F portfolio, value $5,281,168.

    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 54,494 shares
    Change vs previous 13F +5,447 shares

    0.18% of the 13F portfolio, value $6,019,407.

    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 49,047 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,400,565.

    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).