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Capital Wealth Planning, LLC: CME position timeline

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

Capital Wealth Planning, LLC held 3,222,707 CME 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 3,222,707 shares
    Change vs previous 13F +934,355 shares

    3.55% of the 13F portfolio, value $711,670,362.

    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 2,288,352 shares
    Change vs previous 13F -420,794 shares

    3.73% of the 13F portfolio, value $675,864,726.

    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 2,709,146 shares
    Change vs previous 13F +176,640 shares

    4.77% of the 13F portfolio, value $736,196,246.

    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 2,532,506 shares
    Change vs previous 13F +313,866 shares

    4.82% of the 13F portfolio, value $684,257,724.

    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 2,218,640 shares
    Change vs previous 13F +15,152 shares

    4.82% of the 13F portfolio, value $611,501,420.

    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 2,203,488 shares
    Change vs previous 13F -232,335 shares

    5.07% of the 13F portfolio, value $584,563,282.

    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 2,435,823 shares
    Change vs previous 13F +996,498 shares

    5.23% of the 13F portfolio, value $565,671,217.

    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 1,439,325 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $317,586,976.

    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).