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Capital Wealth Planning, LLC: DGX position timeline

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

Capital Wealth Planning, LLC held 35,867 DGX 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 35,867 shares
    Change vs previous 13F -1,127 shares

    0.04% of the 13F portfolio, value $7,601,966.

    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 36,994 shares
    Change vs previous 13F +384 shares

    0.04% of the 13F portfolio, value $7,250,042.

    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 36,610 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $6,352,896.

    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 36,493 shares
    Change vs previous 13F -302 shares

    0.05% of the 13F portfolio, value $6,954,795.

    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 36,795 shares
    Change vs previous 13F -923 shares

    0.05% of the 13F portfolio, value $6,609,448.

    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 37,718 shares
    Change vs previous 13F -1,020 shares

    0.06% of the 13F portfolio, value $6,381,850.

    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 38,738 shares
    Change vs previous 13F +15,946 shares

    0.05% of the 13F portfolio, value $5,843,983.

    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 22,792 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,538,458.

    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).