Capital Wealth Planning, LLC: HOOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on HOOD, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 0 HOOD shares at 2026-03-31 per its 13F-HR filed 2026-05-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -73,825 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 73,825 sharesChange vs previous 13F +25,387 shares
0.05% of the 13F portfolio, value $8,349,608.
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 48,438 sharesChange vs previous 13F +34,129 shares
0.05% of the 13F portfolio, value $6,935,353.
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 14,309 sharesChange vs previous 13F +6,343 shares
0.01% of the 13F portfolio, value $1,339,752.
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 7,966 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $331,545.
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).