U.S. Capital Wealth Advisors, LLC: SYY 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 SYY, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 33,810 SYY shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 33,810 sharesChange vs previous 13F -40 shares
0.06% of the 13F portfolio, value $2,411,667.
13F-HR 0001808915-26-000002 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 ended2025-12-3113F 33,850 sharesChange vs previous 13F +75 shares
0.07% of the 13F portfolio, value $2,494,407.
13F-HR 0001808915-26-000001 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 ended2025-09-3013F 33,775 sharesChange vs previous 13F -21,232 shares
0.07% of the 13F portfolio, value $2,781,034.
13F-HR 0001808915-25-000007 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 ended2025-06-3013F 55,007 sharesChange vs previous 13F -329 shares
0.12% of the 13F portfolio, value $4,166,200.
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).
- period ended2025-03-3113F 55,336 sharesChange vs previous 13F +208 shares
0.13% of the 13F portfolio, value $4,152,396.
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 55,128 sharesChange vs previous 13F -8,367 shares
0.13% of the 13F portfolio, value $4,215,087.
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 63,495 sharesChange vs previous 13F -124 shares
0.17% of the 13F portfolio, value $4,956,420.
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 63,619 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $4,541,786.
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).