Skip to content

Capital Wealth Planning, LLC: CIB position timeline

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

Capital Wealth Planning, LLC held 210,755 CIB 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 210,755 shares
    Change vs previous 13F -106,103 shares

    0.08% of the 13F portfolio, value $16,740,270.

    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 316,858 shares
    Change vs previous 13F +10,787 shares

    0.13% of the 13F portfolio, value $23,070,431.

    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 306,071 shares
    Change vs previous 13F +21,428 shares

    0.13% of the 13F portfolio, value $19,343,687.

    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 284,643 shares
    Change vs previous 13F +68,425 shares

    0.1% of the 13F portfolio, value $14,784,357.

    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 216,218 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,987,109.

    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).