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

U.S. Capital Wealth Advisors, LLC held 12,705 UFOX 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 12,705 shares
    Change vs previous 13F +619 shares

    0.02% of the 13F portfolio, value $866,167.

    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 12,086 shares
    Change vs previous 13F -3,598 shares

    0.02% of the 13F portfolio, value $771,521.

    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 15,684 shares
    Change vs previous 13F +124 shares

    0.03% of the 13F portfolio, value $967,389.

    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 15,560 shares
    Change vs previous 13F +1,185 shares

    0.02% of the 13F portfolio, value $820,946.

    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 14,375 shares
    Change vs previous 13F +2,532 shares

    0.02% of the 13F portfolio, value $610,938.

    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 11,843 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,298.

    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).