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

U.S. Capital Wealth Advisors, LLC held 11,415 XLG 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 11,415 shares
    Change vs previous 13F -84,483 shares

    0.02% of the 13F portfolio, value $622,704.

    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 95,898 shares
    Change vs previous 13F -66,318 shares

    0.15% of the 13F portfolio, value $5,684,858.

    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 162,216 shares
    Change vs previous 13F +95,665 shares

    0.25% of the 13F portfolio, value $9,330,663.

    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 66,551 shares
    Change vs previous 13F +26,665 shares

    0.1% of the 13F portfolio, value $3,467,307.

    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 39,886 shares
    Change vs previous 13F +8,502 shares

    0.06% of the 13F portfolio, value $1,835,540.

    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 31,384 shares
    Change vs previous 13F +12,733 shares

    0.05% of the 13F portfolio, value $1,567,949.

    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 18,651 shares
    Change vs previous 13F -169,851 shares

    0.03% of the 13F portfolio, value $886,492.

    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 188,502 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,623,947.

    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).