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Capital Wealth Planning, LLC: DIA position timeline

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

Capital Wealth Planning, LLC held 13,759 DIA 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 13,759 shares
    Change vs previous 13F -2,874 shares

    0.04% of the 13F portfolio, value $7,187,564.

    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 16,633 shares
    Change vs previous 13F -55,226 shares

    0.04% of the 13F portfolio, value $7,704,239.

    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 71,859 shares
    Change vs previous 13F -391,774 shares

    0.22% of the 13F portfolio, value $34,533,280.

    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 463,633 shares
    Change vs previous 13F +447,811 shares

    1.52% of the 13F portfolio, value $215,005,168.

    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 15,822 shares
    Change vs previous 13F -8,822 shares

    0.05% of the 13F portfolio, value $6,972,070.

    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 24,644 shares
    Change vs previous 13F -74,141 shares

    0.09% of the 13F portfolio, value $10,347,727.

    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 98,785 shares
    Change vs previous 13F +75,498 shares

    0.39% of the 13F portfolio, value $42,033,216.

    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 23,287 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,853,075.

    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).