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

U.S. Capital Wealth Advisors, LLC held 221,233 VZ 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 221,233 shares
    Change vs previous 13F -13,921 shares

    0.28% of the 13F portfolio, value $11,105,890.

    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 235,154 shares
    Change vs previous 13F +5,384 shares

    0.25% of the 13F portfolio, value $9,577,804.

    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 229,770 shares
    Change vs previous 13F +2,442 shares

    0.27% of the 13F portfolio, value $10,098,387.

    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 227,328 shares
    Change vs previous 13F +35,450 shares

    0.29% of the 13F portfolio, value $9,836,462.

    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 191,878 shares
    Change vs previous 13F +33,628 shares

    0.27% of the 13F portfolio, value $8,703,576.

    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 158,250 shares
    Change vs previous 13F +14,763 shares

    0.2% of the 13F portfolio, value $6,328,401.

    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 143,487 shares
    Change vs previous 13F +8,932 shares

    0.23% of the 13F portfolio, value $6,443,991.

    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 134,555 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,549,057.

    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).