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

U.S. Capital Wealth Advisors, LLC held 70,624 XLK 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 70,624 shares
    Change vs previous 13F -18,231 shares

    0.24% of the 13F portfolio, value $9,385,970.

    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 88,855 shares
    Change vs previous 13F +45,930 shares

    0.33% of the 13F portfolio, value $12,792,524.

    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 42,925 shares
    Change vs previous 13F -7,419 shares

    0.33% of the 13F portfolio, value $12,098,857.

    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 50,344 shares
    Change vs previous 13F +1,892 shares

    0.37% of the 13F portfolio, value $12,748,688.

    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 48,452 shares
    Change vs previous 13F +11,653 shares

    0.31% of the 13F portfolio, value $10,004,275.

    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 36,799 shares
    Change vs previous 13F +23,051 shares

    0.26% of the 13F portfolio, value $8,556,474.

    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 13,748 shares
    Change vs previous 13F -18,255 shares

    0.11% of the 13F portfolio, value $3,103,747.

    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 32,003 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,240,075.

    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).