CAPITAL WEALTH MANAGEMENT, LLC: IHDG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL WEALTH MANAGEMENT, LLC on IHDG, newest first. How the timeline and the estimate are built.
CAPITAL WEALTH MANAGEMENT, LLC held 451,633 IHDG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 451,633 sharesChange vs previous 13F +9,228 shares
5.69% of the 13F portfolio, value $23,656,512.
13F-HR 0001730456-26-000003 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 442,405 sharesChange vs previous 13F +66,922 shares
5.76% of the 13F portfolio, value $21,301,807.
13F-HR 0001730456-26-000002 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 375,483 sharesChange vs previous 13F +76,109 shares
5.9% of the 13F portfolio, value $18,271,013.
13F-HR 0001730456-26-000001 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 299,374 sharesChange vs previous 13F +6,346 shares
4.8% of the 13F portfolio, value $13,795,159.
13F-HR 0001730456-25-000002 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 293,028 sharesChange vs previous 13F +21,612 shares
4.92% of the 13F portfolio, value $13,200,918.
13F-HR 0001085146-25-003613 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 271,416 sharesChange vs previous 13F +10,203 shares
4.89% of the 13F portfolio, value $11,779,445.
13F-HR 0001085146-25-002199 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 261,213 sharesChange vs previous 13F +8,796 shares
4.87% of the 13F portfolio, value $11,354,935.
13F-HR 0001085146-25-000285 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 252,417 sharesChange vs previous 13F not available
4.94% of the 13F portfolio, value $11,535,473.
13F-HR 0001085146-24-004997 filed by CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).