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

U.S. Capital Wealth Advisors, LLC held 56,867 USRT 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 56,867 shares
    Change vs previous 13F +876 shares

    0.08% of the 13F portfolio, value $3,365,964.

    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 55,991 shares
    Change vs previous 13F +3,555 shares

    0.08% of the 13F portfolio, value $3,189,241.

    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 52,436 shares
    Change vs previous 13F -257 shares

    0.08% of the 13F portfolio, value $3,079,052.

    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 52,693 shares
    Change vs previous 13F +629 shares

    0.09% of the 13F portfolio, value $2,980,331.

    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 52,064 shares
    Change vs previous 13F +2,557 shares

    0.09% of the 13F portfolio, value $2,998,907.

    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 49,507 shares
    Change vs previous 13F +1,617 shares

    0.09% of the 13F portfolio, value $2,837,233.

    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 47,890 shares
    Change vs previous 13F -2,211 shares

    0.1% of the 13F portfolio, value $2,948,595.

    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 50,101 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,683,392.

    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).