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Capital Wealth Planning, LLC: META position timeline

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

Capital Wealth Planning, LLC held 76,940 META 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 76,940 shares
    Change vs previous 13F -3,020 shares

    0.22% of the 13F portfolio, value $43,339,586.

    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 79,960 shares
    Change vs previous 13F -753,123 shares

    0.25% of the 13F portfolio, value $45,747,564.

    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 833,083 shares
    Change vs previous 13F +66,974 shares

    3.54% of the 13F portfolio, value $546,283,515.

    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 766,109 shares
    Change vs previous 13F -194,492 shares

    3.97% of the 13F portfolio, value $562,615,197.

    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 960,601 shares
    Change vs previous 13F +200,167 shares

    5.59% of the 13F portfolio, value $709,009,644.

    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 760,434 shares
    Change vs previous 13F +177,645 shares

    3.8% of the 13F portfolio, value $438,283,705.

    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 582,789 shares
    Change vs previous 13F +192,929 shares

    3.16% of the 13F portfolio, value $341,228,753.

    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 389,860 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $223,171,459.

    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).