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

U.S. Capital Wealth Advisors, LLC held 32,172 VTV 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 32,172 shares
    Change vs previous 13F -590 shares

    0.16% of the 13F portfolio, value $6,312,198.

    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 32,762 shares
    Change vs previous 13F -25,540 shares

    0.16% of the 13F portfolio, value $6,257,295.

    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 58,302 shares
    Change vs previous 13F +25,730 shares

    0.29% of the 13F portfolio, value $10,872,657.

    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 32,572 shares
    Change vs previous 13F +191 shares

    0.17% of the 13F portfolio, value $5,756,846.

    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 32,381 shares
    Change vs previous 13F -504 shares

    0.17% of the 13F portfolio, value $5,593,495.

    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 32,885 shares
    Change vs previous 13F +2,517 shares

    0.17% of the 13F portfolio, value $5,567,418.

    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 30,368 shares
    Change vs previous 13F -921 shares

    0.19% of the 13F portfolio, value $5,301,362.

    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 31,289 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,019,010.

    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).