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

U.S. Capital Wealth Advisors, LLC held 12,768 TROW 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 12,768 shares
    Change vs previous 13F +1,713 shares

    0.03% of the 13F portfolio, value $1,150,884.

    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 11,055 shares
    Change vs previous 13F +309 shares

    0.03% of the 13F portfolio, value $1,131,785.

    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 10,746 shares
    Change vs previous 13F +1,327 shares

    0.03% of the 13F portfolio, value $1,102,969.

    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 9,419 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $908,934.

    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).