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Disclosery

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

U.S. Capital Wealth Advisors, LLC held 71,434 XJUN 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 71,434 shares
    Change vs previous 13F +7,932 shares

    0.08% of the 13F portfolio, value $3,068,976.

    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 63,502 shares
    Change vs previous 13F +5,360 shares

    0.07% of the 13F portfolio, value $2,727,373.

    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 58,142 shares
    Change vs previous 13F +3,547 shares

    0.07% of the 13F portfolio, value $2,453,674.

    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 54,595 shares
    Change vs previous 13F +1,460 shares

    0.07% of the 13F portfolio, value $2,242,206.

    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 53,135 shares
    Change vs previous 13F +6,552 shares

    0.06% of the 13F portfolio, value $2,045,017.

    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 46,583 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,799,501.

    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).