Vanguard Capital Wealth Advisors: CII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vanguard Capital Wealth Advisors on CII, newest first. How the timeline and the estimate are built.
Vanguard Capital Wealth Advisors held 10,000 CII shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 10,000 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $261,500.
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 10,000 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $210,200.
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 10,000 sharesChange vs previous 13F -2,000 shares
0.19% of the 13F portfolio, value $233,700.
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 12,000 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $276,000.
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 12,000 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $256,200.
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).