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CAPITAL WEALTH MANAGEMENT, LLC: VTV position timeline

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

CAPITAL WEALTH MANAGEMENT, LLC held 163,748 VTV 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 163,748 shares
    Change vs previous 13F +4,267 shares

    8.58% of the 13F portfolio, value $35,685,502.

    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 159,481 shares
    Change vs previous 13F +12,704 shares

    8.47% of the 13F portfolio, value $31,290,172.

    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 146,777 shares
    Change vs previous 13F +5,140 shares

    9.05% of the 13F portfolio, value $28,032,950.

    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 141,637 shares
    Change vs previous 13F +1,660 shares

    9.19% of the 13F portfolio, value $26,413,836.

    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 139,977 shares
    Change vs previous 13F +2,427 shares

    9.23% of the 13F portfolio, value $24,739,557.

    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 137,550 shares
    Change vs previous 13F +4,896 shares

    9.86% of the 13F portfolio, value $23,760,408.

    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 132,654 shares
    Change vs previous 13F +403 shares

    9.63% of the 13F portfolio, value $22,458,319.

    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 132,251 shares
    Change vs previous 13F not available

    9.89% of the 13F portfolio, value $23,087,073.

    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).