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Capital Wealth Planning, LLC: BCS position timeline

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

Capital Wealth Planning, LLC held 865,699 BCS 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 865,699 shares
    Change vs previous 13F -40,524 shares

    0.12% of the 13F portfolio, value $23,252,675.

    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 906,223 shares
    Change vs previous 13F +147,511 shares

    0.11% of the 13F portfolio, value $19,175,679.

    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 758,712 shares
    Change vs previous 13F +92,580 shares

    0.13% of the 13F portfolio, value $19,764,448.

    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 666,132 shares
    Change vs previous 13F +160,195 shares

    0.1% of the 13F portfolio, value $13,768,948.

    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 505,937 shares
    Change vs previous 13F -30,338 shares

    0.07% of the 13F portfolio, value $9,405,369.

    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 536,275 shares
    Change vs previous 13F +134,574 shares

    0.07% of the 13F portfolio, value $8,237,184.

    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 401,701 shares
    Change vs previous 13F +102,466 shares

    0.05% of the 13F portfolio, value $5,338,606.

    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 299,235 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,635,705.

    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).