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

U.S. Capital Wealth Advisors, LLC held 36,856 SPYD 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 36,856 shares
    Change vs previous 13F -101,949 shares

    0.04% of the 13F portfolio, value $1,677,697.

    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 138,805 shares
    Change vs previous 13F -1,805 shares

    0.16% of the 13F portfolio, value $6,003,335.

    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 140,610 shares
    Change vs previous 13F +1,742 shares

    0.17% of the 13F portfolio, value $6,186,821.

    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 138,868 shares
    Change vs previous 13F -899 shares

    0.17% of the 13F portfolio, value $5,893,572.

    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 139,767 shares
    Change vs previous 13F -3,328 shares

    0.19% of the 13F portfolio, value $6,186,101.

    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 143,095 shares
    Change vs previous 13F -3,484 shares

    0.19% of the 13F portfolio, value $6,187,420.

    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 146,579 shares
    Change vs previous 13F +96,114 shares

    0.24% of the 13F portfolio, value $6,691,325.

    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 50,465 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,030,216.

    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).