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

U.S. Capital Wealth Advisors, LLC held 241,820 XLU 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 241,820 shares
    Change vs previous 13F +11,591 shares

    0.28% of the 13F portfolio, value $11,097,103.

    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 230,229 shares
    Change vs previous 13F +114,132 shares

    0.26% of the 13F portfolio, value $9,828,493.

    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 116,097 shares
    Change vs previous 13F +5,160 shares

    0.27% of the 13F portfolio, value $10,124,836.

    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 110,937 shares
    Change vs previous 13F +3,895 shares

    0.26% of the 13F portfolio, value $9,059,118.

    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 107,042 shares
    Change vs previous 13F +1,103 shares

    0.26% of the 13F portfolio, value $8,440,224.

    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 105,939 shares
    Change vs previous 13F +124 shares

    0.25% of the 13F portfolio, value $8,018,522.

    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 105,815 shares
    Change vs previous 13F +3,971 shares

    0.3% of the 13F portfolio, value $8,547,766.

    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 101,844 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,939,642.

    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).