Capital Wealth Planning, LLC: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on EFA, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 88,022 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 88,022 sharesChange vs previous 13F +1,464 shares
0.05% of the 13F portfolio, value $9,143,725.
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 86,558 sharesChange vs previous 13F +3,350 shares
0.05% of the 13F portfolio, value $8,407,379.
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 83,208 sharesChange vs previous 13F +3,743 shares
0.05% of the 13F portfolio, value $7,990,464.
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 79,465 sharesChange vs previous 13F +16,938 shares
0.05% of the 13F portfolio, value $7,419,647.
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 62,527 sharesChange vs previous 13F +24,944 shares
0.04% of the 13F portfolio, value $5,589,289.
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).
- period ended2025-03-3113F 37,583 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,071,659.
13F-HR 0001566728-25-000005 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).