U.S. Capital Wealth Advisors, LLC: SMIG 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 SMIG, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 0 SMIG shares at 2025-12-31 per its 13F-HR filed 2026-01-23.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -103,620 shares
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 103,620 sharesChange vs previous 13F -62,969 shares
0.08% of the 13F portfolio, value $3,069,224.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 166,589 sharesChange vs previous 13F -1,628 shares
0.14% of the 13F portfolio, value $4,806,093.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 168,217 sharesChange vs previous 13F -5,840 shares
0.15% of the 13F portfolio, value $4,799,231.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 174,057 sharesChange vs previous 13F -3,310 shares
0.16% of the 13F portfolio, value $5,065,059.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 177,367 sharesChange vs previous 13F -3,518 shares
0.18% of the 13F portfolio, value $5,189,758.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 180,885 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $4,746,422.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).