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Capital Wealth Planning, LLC: AEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on AEM, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 2,569,754 AEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,569,754 shares
    Change vs previous 13F +110,504 shares

    1.99% of the 13F portfolio, value $398,645,970.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 2,459,250 shares
    Change vs previous 13F +578,670 shares

    2.75% of the 13F portfolio, value $499,178,622.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 1,880,580 shares
    Change vs previous 13F -640,775 shares

    2.07% of the 13F portfolio, value $319,631,756.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 2,521,355 shares
    Change vs previous 13F +65,610 shares

    3% of the 13F portfolio, value $424,999,660.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 2,455,745 shares
    Change vs previous 13F +171,022 shares

    2.3% of the 13F portfolio, value $292,061,773.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 2,284,723 shares
    Change vs previous 13F +2,225,668 shares

    2.15% of the 13F portfolio, value $247,686,867.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 59,055 shares
    Change vs previous 13F +17,452 shares

    0.04% of the 13F portfolio, value $4,618,692.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 41,603 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,351,538.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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