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Capital Wealth Planning, LLC: GS position timeline

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

Capital Wealth Planning, LLC held 1,013,622 GS 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 1,013,622 shares
    Change vs previous 13F -53,870 shares

    5.12% of the 13F portfolio, value $1,025,147,275.

    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 1,067,492 shares
    Change vs previous 13F +131,546 shares

    4.98% of the 13F portfolio, value $903,087,397.

    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 935,946 shares
    Change vs previous 13F -51,637 shares

    5.4% of the 13F portfolio, value $834,140,612.

    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 987,583 shares
    Change vs previous 13F -13,711 shares

    5.54% of the 13F portfolio, value $786,461,668.

    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 1,001,294 shares
    Change vs previous 13F -106,963 shares

    5.59% of the 13F portfolio, value $708,665,774.

    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 1,108,257 shares
    Change vs previous 13F +22,180 shares

    5.25% of the 13F portfolio, value $605,429,480.

    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 1,086,077 shares
    Change vs previous 13F -39,885 shares

    5.75% of the 13F portfolio, value $621,909,510.

    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 1,125,962 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $557,474,899.

    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).