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CAPITAL WEALTH MANAGEMENT, LLC: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL WEALTH MANAGEMENT, LLC on ICVT, newest first. How the timeline and the estimate are built.

CAPITAL WEALTH MANAGEMENT, LLC held 52,556 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,556 shares
    Change vs previous 13F +165 shares

    1.54% of the 13F portfolio, value $6,398,118.

    13F-HR 0001730456-26-000003 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 52,391 shares
    Change vs previous 13F +3,907 shares

    1.44% of the 13F portfolio, value $5,332,838.

    13F-HR 0001730456-26-000002 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 48,484 shares
    Change vs previous 13F +11,178 shares

    1.54% of the 13F portfolio, value $4,775,634.

    13F-HR 0001730456-26-000001 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 37,306 shares
    Change vs previous 13F -520 shares

    1.3% of the 13F portfolio, value $3,732,437.

    13F-HR 0001730456-25-000002 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 37,826 shares
    Change vs previous 13F +149 shares

    1.27% of the 13F portfolio, value $3,408,130.

    13F-HR 0001085146-25-003613 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 37,677 shares
    Change vs previous 13F +147 shares

    1.31% of the 13F portfolio, value $3,150,137.

    13F-HR 0001085146-25-002199 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 37,530 shares
    Change vs previous 13F -2,491 shares

    1.37% of the 13F portfolio, value $3,188,924.

    13F-HR 0001085146-25-000285 filed by CAPITAL WEALTH MANAGEMENT, LLC
    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 40,021 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,348,557.

    13F-HR 0001085146-24-004997 filed by CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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