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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

  1. period ended2026-03-31
    13F 33,810 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 33,850 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 33,775 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 55,007 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 55,336 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 55,128 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 63,495 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 63,619 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).