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Vanguard Capital Wealth Advisors: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vanguard Capital Wealth Advisors on AAPL, newest first. How the timeline and the estimate are built.

Vanguard Capital Wealth Advisors held 53,924 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,924 shares
    Change vs previous 13F -1,931 shares

    10.57% of the 13F portfolio, value $15,603,616.

    13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 55,855 shares
    Change vs previous 13F -131 shares

    13.12% of the 13F portfolio, value $14,175,411.

    13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 55,986 shares
    Change vs previous 13F +566 shares

    12.17% of the 13F portfolio, value $15,220,381.

    13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 55,420 shares
    Change vs previous 13F +574 shares

    11.28% of the 13F portfolio, value $14,111,432.

    13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,846 shares
    Change vs previous 13F -1,427 shares

    11.16% of the 13F portfolio, value $11,252,735.

    13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 56,273 shares
    Change vs previous 13F -2,192 shares

    15.28% of the 13F portfolio, value $12,499,929.

    13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 58,465 shares
    Change vs previous 13F -1,274 shares

    15.95% of the 13F portfolio, value $14,640,700.

    13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,739 shares
    Change vs previous 13F not available

    14.65% of the 13F portfolio, value $13,919,216.

    13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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