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CAPITAL WEALTH MANAGEMENT, LLC: VBR position timeline

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

CAPITAL WEALTH MANAGEMENT, LLC held 84,066 VBR 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 84,066 shares
    Change vs previous 13F +1,675 shares

    4.91% of the 13F portfolio, value $20,427,261.

    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 82,391 shares
    Change vs previous 13F +5,232 shares

    4.84% of the 13F portfolio, value $17,899,385.

    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 77,159 shares
    Change vs previous 13F +2,923 shares

    5.28% of the 13F portfolio, value $16,341,454.

    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 74,236 shares
    Change vs previous 13F +1,175 shares

    5.39% of the 13F portfolio, value $15,493,809.

    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 73,061 shares
    Change vs previous 13F +3,790 shares

    5.31% of the 13F portfolio, value $14,247,689.

    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 69,271 shares
    Change vs previous 13F +787 shares

    5.35% of the 13F portfolio, value $12,904,555.

    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 68,484 shares
    Change vs previous 13F -937 shares

    5.82% of the 13F portfolio, value $13,572,141.

    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 69,421 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $13,938,395.

    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).