Skip to content
Disclosery

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

U.S. Capital Wealth Advisors, LLC held 40,518 SPYV 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 40,518 shares
    Change vs previous 13F -2,562 shares

    0.06% of the 13F portfolio, value $2,292,493.

    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 43,080 shares
    Change vs previous 13F +3,019 shares

    0.06% of the 13F portfolio, value $2,447,399.

    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 40,061 shares
    Change vs previous 13F -287 shares

    0.06% of the 13F portfolio, value $2,216,574.

    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 40,348 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $2,111,833.

    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 40,361 shares
    Change vs previous 13F -2,538 shares

    0.06% of the 13F portfolio, value $2,061,218.

    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 42,899 shares
    Change vs previous 13F -1,698 shares

    0.07% of the 13F portfolio, value $2,193,876.

    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 44,597 shares
    Change vs previous 13F +1,208 shares

    0.08% of the 13F portfolio, value $2,357,401.

    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 43,389 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,114,793.

    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).