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

U.S. Capital Wealth Advisors, LLC held 37,192 SPYG 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 37,192 shares
    Change vs previous 13F -61,479 shares

    0.09% of the 13F portfolio, value $3,641,428.

    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 98,671 shares
    Change vs previous 13F +8,450 shares

    0.28% of the 13F portfolio, value $10,528,149.

    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 90,221 shares
    Change vs previous 13F -2,813 shares

    0.25% of the 13F portfolio, value $9,428,949.

    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 93,034 shares
    Change vs previous 13F -14,991 shares

    0.26% of the 13F portfolio, value $8,867,958.

    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 108,025 shares
    Change vs previous 13F +29,131 shares

    0.27% of the 13F portfolio, value $8,681,945.

    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 78,894 shares
    Change vs previous 13F -6,221 shares

    0.21% of the 13F portfolio, value $6,934,802.

    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 85,115 shares
    Change vs previous 13F -83,380 shares

    0.25% of the 13F portfolio, value $7,059,456.

    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 168,495 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,501,522.

    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).