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Disclosery

Capital Wealth Planning, LLC: IBN position timeline

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

Capital Wealth Planning, LLC held 0 IBN shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -198,300 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 198,300 shares
    Change vs previous 13F -165,253 shares

    0.04% of the 13F portfolio, value $5,947,017.

    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).

  3. period ended2025-09-30
    13F 363,553 shares
    Change vs previous 13F +87,400 shares

    0.08% of the 13F portfolio, value $10,990,207.

    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).

  4. period ended2025-06-30
    13F 276,153 shares
    Change vs previous 13F +203,876 shares

    0.07% of the 13F portfolio, value $9,289,787.

    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).

  5. period ended2025-03-31
    13F 72,277 shares
    Change vs previous 13F -73,306 shares

    0.02% of the 13F portfolio, value $2,278,171.

    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).

  6. period ended2024-12-31
    13F 145,583 shares
    Change vs previous 13F -8,931 shares

    0.04% of the 13F portfolio, value $4,347,108.

    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).

  7. period ended2024-09-30
    13F 154,514 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,612,243.

    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).