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Capital Wealth Planning, LLC: HD position timeline

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

Capital Wealth Planning, LLC held 1,646,440 HD 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 1,646,440 shares
    Change vs previous 13F -542,690 shares

    2.9% of the 13F portfolio, value $580,666,450.

    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 2,189,130 shares
    Change vs previous 13F +335,138 shares

    3.97% of the 13F portfolio, value $719,983,020.

    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 1,853,992 shares
    Change vs previous 13F +204,544 shares

    4.14% of the 13F portfolio, value $639,255,685.

    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 1,649,448 shares
    Change vs previous 13F +23,166 shares

    4.71% of the 13F portfolio, value $668,339,926.

    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 1,626,282 shares
    Change vs previous 13F +114,513 shares

    4.7% of the 13F portfolio, value $596,260,025.

    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 1,511,769 shares
    Change vs previous 13F +67,801 shares

    4.8% of the 13F portfolio, value $554,048,345.

    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 1,443,968 shares
    Change vs previous 13F +5,662 shares

    5.19% of the 13F portfolio, value $561,689,096.

    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 1,438,306 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $582,801,755.

    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).