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

U.S. Capital Wealth Advisors, LLC held 24,418 SPDW 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 24,418 shares
    Change vs previous 13F -670 shares

    0.03% of the 13F portfolio, value $1,114,659.

    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 25,088 shares
    Change vs previous 13F +1,603 shares

    0.03% of the 13F portfolio, value $1,114,136.

    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 23,485 shares
    Change vs previous 13F +2,652 shares

    0.03% of the 13F portfolio, value $1,004,902.

    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 20,833 shares
    Change vs previous 13F +201 shares

    0.02% of the 13F portfolio, value $843,508.

    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 20,632 shares
    Change vs previous 13F -1,555 shares

    0.02% of the 13F portfolio, value $751,193.

    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 22,187 shares
    Change vs previous 13F +15,389 shares

    0.02% of the 13F portfolio, value $757,255.

    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 6,798 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $255,326.

    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 6,866 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,853.

    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).