CAPITAL WEALTH MANAGEMENT, LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL WEALTH MANAGEMENT, LLC on VOO, newest first. How the timeline and the estimate are built.
CAPITAL WEALTH MANAGEMENT, LLC held 11,666 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 11,666 sharesChange vs previous 13F +1,153 shares
1.93% of the 13F portfolio, value $8,012,398.
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 10,513 sharesChange vs previous 13F +1,387 shares
1.7% of the 13F portfolio, value $6,282,078.
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 9,126 sharesChange vs previous 13F -117 shares
1.85% of the 13F portfolio, value $5,723,193.
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 9,243 sharesChange vs previous 13F +216 shares
1.97% of the 13F portfolio, value $5,660,344.
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 9,027 sharesChange vs previous 13F -191 shares
1.91% of the 13F portfolio, value $5,127,890.
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 9,218 sharesChange vs previous 13F +708 shares
1.97% of the 13F portfolio, value $4,737,479.
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 8,510 sharesChange vs previous 13F +424 shares
1.97% of the 13F portfolio, value $4,585,516.
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 8,086 sharesChange vs previous 13F not available
1.83% of the 13F portfolio, value $4,266,809.
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).