Capital Wealth Planning, LLC: E position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on E, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 459,273 E shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 459,273 sharesChange vs previous 13F +80,352 shares
0.11% of the 13F portfolio, value $21,521,533.
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 378,921 sharesChange vs previous 13F +72,513 shares
0.12% of the 13F portfolio, value $21,450,718.
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 306,408 sharesChange vs previous 13F +160,324 shares
0.08% of the 13F portfolio, value $11,962,168.
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 146,084 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $5,105,636.
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).