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

U.S. Capital Wealth Advisors, LLC held 64,861 TRV 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 64,861 shares
    Change vs previous 13F +1,641 shares

    0.48% of the 13F portfolio, value $18,918,780.

    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 63,220 shares
    Change vs previous 13F +25 shares

    0.48% of the 13F portfolio, value $18,337,469.

    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 63,195 shares
    Change vs previous 13F +981 shares

    0.47% of the 13F portfolio, value $17,645,199.

    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 62,214 shares
    Change vs previous 13F +354 shares

    0.49% of the 13F portfolio, value $16,644,603.

    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 61,860 shares
    Change vs previous 13F +908 shares

    0.5% of the 13F portfolio, value $16,359,503.

    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 60,952 shares
    Change vs previous 13F -1,683 shares

    0.45% of the 13F portfolio, value $14,682,771.

    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 62,635 shares
    Change vs previous 13F +298 shares

    0.52% of the 13F portfolio, value $14,664,174.

    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 62,337 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $12,675,686.

    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).