Capital Wealth Planning, LLC: ALL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on ALL, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 50,903 ALL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 50,903 sharesChange vs previous 13F +8,107 shares
0.06% of the 13F portfolio, value $12,111,860.
13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 42,796 sharesChange vs previous 13F +1,362 shares
0.05% of the 13F portfolio, value $8,873,323.
13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 41,434 sharesChange vs previous 13F +20,539 shares
0.06% of the 13F portfolio, value $8,624,487.
13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 20,895 sharesChange vs previous 13F +13,618 shares
0.03% of the 13F portfolio, value $4,485,112.
13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 7,277 sharesChange vs previous 13F +4,200 shares
0.01% of the 13F portfolio, value $1,464,933.
13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 3,077 sharesChange vs previous 13F +1,320 shares
0.01% of the 13F portfolio, value $637,154.
13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 1,757 sharesChange vs previous 13F +665 shares
<0.01% of the 13F portfolio, value $338,732.
13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 1,092 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $207,098.
13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).