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

U.S. Capital Wealth Advisors, LLC held 19,736 VFH 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 19,736 shares
    Change vs previous 13F -1,947 shares

    0.06% of the 13F portfolio, value $2,384,306.

    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 21,683 shares
    Change vs previous 13F +3,850 shares

    0.08% of the 13F portfolio, value $2,894,530.

    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 17,833 shares
    Change vs previous 13F -1,835 shares

    0.06% of the 13F portfolio, value $2,340,418.

    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 19,668 shares
    Change vs previous 13F +541 shares

    0.07% of the 13F portfolio, value $2,503,740.

    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 19,127 shares
    Change vs previous 13F +81 shares

    0.07% of the 13F portfolio, value $2,285,079.

    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 19,046 shares
    Change vs previous 13F +16,819 shares

    0.07% of the 13F portfolio, value $2,248,741.

    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 2,227 shares
    Change vs previous 13F -934 shares

    0.01% of the 13F portfolio, value $244,796.

    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 3,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $315,768.

    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).