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
- period ended2026-06-3013F 210,755 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 316,858 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 306,071 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 284,643 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 216,218 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).