U.S. Capital Wealth Advisors, LLC: ZION position timeline

U.S. Capital Wealth Advisors, LLC held 8,509 ZION 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 8,509 shares

   Change vs previous 13F +3,365 shares

   0.01% of the 13F portfolio, value $490,289.

   13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 5,144 shares

   Change vs previous 13F -33,487 shares

   0.01% of the 13F portfolio, value $301,130.

   13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 38,631 shares

   Change vs previous 13F +33,973 shares

   0.06% of the 13F portfolio, value $2,185,742.

   13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 4,658 shares

   Change vs previous 13F +10 shares

   0.01% of the 13F portfolio, value $241,937.

   13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 4,648 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $231,749.

   13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).