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

U.S. Capital Wealth Advisors, LLC held 33,663 TRGP 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 33,663 shares
    Change vs previous 13F +569 shares

    0.21% of the 13F portfolio, value $8,440,212.

    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 33,094 shares
    Change vs previous 13F +2,829 shares

    0.16% of the 13F portfolio, value $6,105,827.

    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 30,265 shares
    Change vs previous 13F -79,565 shares

    0.14% of the 13F portfolio, value $5,070,598.

    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 109,830 shares
    Change vs previous 13F -716 shares

    0.56% of the 13F portfolio, value $19,119,268.

    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 110,546 shares
    Change vs previous 13F +5,468 shares

    0.68% of the 13F portfolio, value $22,161,111.

    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 105,078 shares
    Change vs previous 13F +78,335 shares

    0.58% of the 13F portfolio, value $18,756,445.

    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 26,743 shares
    Change vs previous 13F -2,882 shares

    0.14% of the 13F portfolio, value $3,958,158.

    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 29,625 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,815,157.

    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).