Vanguard Capital Wealth Advisors: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vanguard Capital Wealth Advisors on D, newest first. How the timeline and the estimate are built.
Vanguard Capital Wealth Advisors held 10,800 D shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 10,800 sharesChange vs previous 13F -4,100 shares
0.5% of the 13F portfolio, value $737,532.
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 14,900 sharesChange vs previous 13F +8,800 shares
0.85% of the 13F portfolio, value $921,118.
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 6,100 sharesChange vs previous 13F -5,200 shares
0.29% of the 13F portfolio, value $357,399.
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 11,300 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $691,221.
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).