U.S. Capital Wealth Advisors, LLC: WIW 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 WIW, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 0 WIW shares at 2025-12-31 per its 13F-HR filed 2026-01-23.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -76,906 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 76,906 sharesChange vs previous 13F -10,758 shares
0.02% of the 13F portfolio, value $683,694.
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 87,664 sharesChange vs previous 13F -496 shares
0.02% of the 13F portfolio, value $767,935.
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 88,160 sharesChange vs previous 13F -8,390 shares
0.02% of the 13F portfolio, value $774,926.
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 96,550 sharesChange vs previous 13F -47,547 shares
0.02% of the 13F portfolio, value $798,469.
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 144,097 sharesChange vs previous 13F +9,200 shares
0.04% of the 13F portfolio, value $1,273,817.
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 134,897 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,147,973.
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).