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

U.S. Capital Wealth Advisors, LLC held 51,493 TLT 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 51,493 shares
    Change vs previous 13F -280,076 shares

    0.11% of the 13F portfolio, value $4,463,929.

    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 331,569 shares
    Change vs previous 13F -2,302 shares

    0.75% of the 13F portfolio, value $28,899,537.

    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 333,871 shares
    Change vs previous 13F -151,169 shares

    0.8% of the 13F portfolio, value $29,838,031.

    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 485,040 shares
    Change vs previous 13F -41,880 shares

    1.25% of the 13F portfolio, value $42,804,758.

    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 526,920 shares
    Change vs previous 13F -659,541 shares

    1.47% of the 13F portfolio, value $47,965,528.

    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 1,186,461 shares
    Change vs previous 13F -6,339 shares

    3.21% of the 13F portfolio, value $103,613,659.

    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 1,192,800 shares
    Change vs previous 13F +275,095 shares

    4.12% of the 13F portfolio, value $117,013,673.

    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 917,705 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $84,226,939.

    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).