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Capital Wealth Planning, LLC: IMO position timeline

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

Capital Wealth Planning, LLC held 227,592 IMO 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 227,592 shares
    Change vs previous 13F +60,792 shares

    0.13% of the 13F portfolio, value $25,494,856.

    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 166,800 shares
    Change vs previous 13F +17,538 shares

    0.12% of the 13F portfolio, value $21,820,776.

    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 149,262 shares
    Change vs previous 13F +57,570 shares

    0.09% of the 13F portfolio, value $13,297,752.

    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 91,692 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,320,132.

    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).