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Vanguard Capital Wealth Advisors: AEF position timeline

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

Vanguard Capital Wealth Advisors held 120,689 AEF 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 120,689 shares
    Change vs previous 13F -106,005 shares

    0.78% of the 13F portfolio, value $1,158,623.

    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 226,694 shares
    Change vs previous 13F -225,015 shares

    1.53% of the 13F portfolio, value $1,652,598.

    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 451,709 shares
    Change vs previous 13F -195,276 shares

    2.53% of the 13F portfolio, value $3,161,966.

    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 646,985 shares
    Change vs previous 13F -346,769 shares

    3.35% of the 13F portfolio, value $4,192,463.

    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 993,754 shares
    Change vs previous 13F +702,576 shares

    5.85% of the 13F portfolio, value $5,902,900.

    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 291,178 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $1,444,241.

    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).