Capital Wealth Planning, LLC: MT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on MT, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 350,450 MT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 350,450 sharesChange vs previous 13F +150,574 shares
0.11% of the 13F portfolio, value $21,104,099.
13F-HR 0002085853-26-001006 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 ended2026-03-3113F 199,876 sharesChange vs previous 13F -35,874 shares
0.06% of the 13F portfolio, value $10,389,554.
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).
- period ended2025-12-3113F 235,750 sharesChange vs previous 13F +143,758 shares
0.07% of the 13F portfolio, value $11,127,400.
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 91,992 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $3,325,511.
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).