U.S. Capital Wealth Advisors, LLC: VB 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 VB, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 41,025 VB shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 41,025 sharesChange vs previous 13F -2,481 shares
0.27% of the 13F portfolio, value $10,745,170.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,506 sharesChange vs previous 13F -2,839 shares
0.29% of the 13F portfolio, value $11,222,446.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,345 sharesChange vs previous 13F +2,428 shares
0.32% of the 13F portfolio, value $11,784,677.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,917 sharesChange vs previous 13F -1,566 shares
0.3% of the 13F portfolio, value $10,407,385.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 45,483 sharesChange vs previous 13F -612 shares
0.31% of the 13F portfolio, value $10,085,916.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 46,095 sharesChange vs previous 13F -2,299 shares
0.34% of the 13F portfolio, value $11,075,774.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,394 sharesChange vs previous 13F -4,264 shares
0.4% of the 13F portfolio, value $11,479,464.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 52,658 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $11,481,602.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).