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

U.S. Capital Wealth Advisors, LLC held 35,800 TPVG 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 35,800 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $178,642.

    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 33,300 shares
    Change vs previous 13F -9,680 shares

    0.01% of the 13F portfolio, value $217,782.

    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 42,980 shares
    Change vs previous 13F +2,600 shares

    0.01% of the 13F portfolio, value $247,995.

    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 40,380 shares
    Change vs previous 13F +7,600 shares

    0.01% of the 13F portfolio, value $283,064.

    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 32,780 shares
    Change vs previous 13F +6,580 shares

    0.01% of the 13F portfolio, value $228,804.

    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 26,200 shares
    Change vs previous 13F +15,000 shares

    0.01% of the 13F portfolio, value $193,356.

    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 11,200 shares
    Change vs previous 13F -7,864 shares

    <0.01% of the 13F portfolio, value $79,072.

    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 19,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $153,084.

    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).