Vanguard Capital Wealth Advisors: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vanguard Capital Wealth Advisors on C, newest first. How the timeline and the estimate are built.
Vanguard Capital Wealth Advisors held 3,260 C shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,260 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $456,270.
13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,260 sharesChange vs previous 13F -3,121 shares
0.34% of the 13F portfolio, value $369,717.
13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,381 sharesChange vs previous 13F +3,151 shares
0.6% of the 13F portfolio, value $744,566.
13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,230 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $327,878.
13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,230 sharesChange vs previous 13F +398 shares
0.27% of the 13F portfolio, value $274,929.
13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,832 sharesChange vs previous 13F +2,832 shares
0.25% of the 13F portfolio, value $201,058.
13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.