U.S. Capital Wealth Advisors, LLC: SUI 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 SUI, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 0 SUI shares at 2025-06-30 per its 13F-HR filed 2025-07-14.
the latest 13F is the newest step
- period ended2025-06-3013F 0 sharesChange vs previous 13F -11,087 shares
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 11,087 sharesChange vs previous 13F -100 shares
0.04% of the 13F portfolio, value $1,426,218.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,187 sharesChange vs previous 13F +637 shares
0.04% of the 13F portfolio, value $1,375,652.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,550 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,425,818.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 10,550 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,269,574.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).