Position in L
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$214,013
-$94,618 QoQ
Shares Held
2,005
-54.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $23,790,319 across 5 Insurance - Property & Casualty names. L ranks #5 (0.9% of the industry book) .
All Filings in L
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,013 | 2,005 | Shares | Sole | 2026-04-07 | |
| 2023-12-31 | $308,631 | 4,435 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $285,084 | 4,503 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $284,133 | 4,785 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $287,605 | 4,957 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $313,465 | 5,374 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $284,935 | 5,717 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $351,885 | 5,938 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $414,264 | 6,391 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $482,700 | 8,357 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $360,845 | 6,691 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||