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

U.S. Capital Wealth Advisors, LLC held 20,838 VRT 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 20,838 shares
    Change vs previous 13F -86 shares

    0.13% of the 13F portfolio, value $5,221,470.

    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 20,924 shares
    Change vs previous 13F +1,677 shares

    0.09% of the 13F portfolio, value $3,389,949.

    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 19,247 shares
    Change vs previous 13F +630 shares

    0.08% of the 13F portfolio, value $2,903,617.

    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 18,617 shares
    Change vs previous 13F -43,852 shares

    0.07% of the 13F portfolio, value $2,390,570.

    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 62,469 shares
    Change vs previous 13F +11,474 shares

    0.14% of the 13F portfolio, value $4,510,264.

    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 50,995 shares
    Change vs previous 13F +30,610 shares

    0.18% of the 13F portfolio, value $5,793,588.

    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 20,385 shares
    Change vs previous 13F +1,451 shares

    0.07% of the 13F portfolio, value $2,028,098.

    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 18,934 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,639,133.

    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).