U.S. Capital Wealth Advisors, LLC: VTI 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 VTI, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 94,423 VTI shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 94,423 sharesChange vs previous 13F +2,759 shares
0.76% of the 13F portfolio, value $30,291,886.
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 91,664 sharesChange vs previous 13F +1,996 shares
0.8% of the 13F portfolio, value $30,732,357.
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 89,668 sharesChange vs previous 13F +3,642 shares
0.79% of the 13F portfolio, value $29,426,306.
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 86,026 sharesChange vs previous 13F -550 shares
0.76% of the 13F portfolio, value $26,145,971.
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 86,576 sharesChange vs previous 13F -17,710 shares
0.73% of the 13F portfolio, value $23,794,628.
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 104,286 sharesChange vs previous 13F -18,867 shares
0.94% of the 13F portfolio, value $30,223,186.
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 123,153 sharesChange vs previous 13F +28,880 shares
1.23% of the 13F portfolio, value $34,872,025.
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 94,273 sharesChange vs previous 13F not available
0.96% of the 13F portfolio, value $25,218,864.
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).