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

U.S. Capital Wealth Advisors, LLC held 38,411 XMLV 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 38,411 shares
    Change vs previous 13F +8,202 shares

    0.06% of the 13F portfolio, value $2,418,765.

    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 30,209 shares
    Change vs previous 13F -5,147 shares

    0.05% of the 13F portfolio, value $1,884,056.

    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 35,356 shares
    Change vs previous 13F -2,788 shares

    0.06% of the 13F portfolio, value $2,247,218.

    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 38,144 shares
    Change vs previous 13F +7,368 shares

    0.07% of the 13F portfolio, value $2,352,331.

    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 30,776 shares
    Change vs previous 13F +10,896 shares

    0.06% of the 13F portfolio, value $1,899,494.

    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 19,880 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,209,119.

    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).