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Capital Wealth Planning, LLC: BIL position timeline

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

Capital Wealth Planning, LLC held 4,976,098 BIL 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 4,976,098 shares
    Change vs previous 13F +993,850 shares

    2.28% of the 13F portfolio, value $456,009,589.

    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 3,982,248 shares
    Change vs previous 13F -826,097 shares

    2.01% of the 13F portfolio, value $364,933,223.

    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 4,808,345 shares
    Change vs previous 13F +214,187 shares

    2.84% of the 13F portfolio, value $439,386,359.

    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 4,594,158 shares
    Change vs previous 13F +452,437 shares

    2.97% of the 13F portfolio, value $421,513,909.

    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 4,141,721 shares
    Change vs previous 13F -1,277,328 shares

    3% of the 13F portfolio, value $379,920,071.

    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 5,419,049 shares
    Change vs previous 13F +318,664 shares

    4.31% of the 13F portfolio, value $497,089,323.

    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 5,100,385 shares
    Change vs previous 13F +1,315,895 shares

    4.31% of the 13F portfolio, value $466,328,221.

    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 3,784,490 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $347,453,998.

    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).