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

U.S. Capital Wealth Advisors, LLC held 16,843 VLUE 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 16,843 shares
    Change vs previous 13F -4,150 shares

    0.06% of the 13F portfolio, value $2,394,917.

    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 20,993 shares
    Change vs previous 13F -1,455 shares

    0.07% of the 13F portfolio, value $2,870,373.

    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 22,448 shares
    Change vs previous 13F -1,619 shares

    0.08% of the 13F portfolio, value $2,807,122.

    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 24,067 shares
    Change vs previous 13F -3,575 shares

    0.08% of the 13F portfolio, value $2,724,625.

    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 27,642 shares
    Change vs previous 13F -5,321 shares

    0.09% of the 13F portfolio, value $2,948,019.

    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 32,963 shares
    Change vs previous 13F -4,187 shares

    0.11% of the 13F portfolio, value $3,481,222.

    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 37,150 shares
    Change vs previous 13F -6,139 shares

    0.14% of the 13F portfolio, value $4,050,836.

    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 43,289 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,478,680.

    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).