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Capital Wealth Planning, LLC: EXC position timeline

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

Capital Wealth Planning, LLC held 128,415 EXC 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 128,415 shares
    Change vs previous 13F -11,082 shares

    0.03% of the 13F portfolio, value $5,986,694.

    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 139,497 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,838,129.

    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).