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

U.S. Capital Wealth Advisors, LLC held 155,152 SPY 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 155,152 shares
    Change vs previous 13F +47,476 shares

    2.54% of the 13F portfolio, value $100,901,477.

    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 107,676 shares
    Change vs previous 13F +92 shares

    1.92% of the 13F portfolio, value $73,426,427.

    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 107,584 shares
    Change vs previous 13F -2,346 shares

    1.93% of the 13F portfolio, value $71,670,626.

    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 109,930 shares
    Change vs previous 13F +2,763 shares

    1.98% of the 13F portfolio, value $67,920,501.

    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 107,167 shares
    Change vs previous 13F -99 shares

    1.84% of the 13F portfolio, value $59,948,421.

    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 107,266 shares
    Change vs previous 13F -32,624 shares

    1.95% of the 13F portfolio, value $62,866,264.

    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 139,890 shares
    Change vs previous 13F +1,486 shares

    2.83% of the 13F portfolio, value $80,263,153.

    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 138,404 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $75,322,468.

    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).