Skip to content
Disclosery

Capital Wealth Planning, LLC: ORCL position timeline

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

Capital Wealth Planning, LLC held 0 ORCL 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 -1,712 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 1,712 shares
    Change vs previous 13F -10,929 shares

    <0.01% of the 13F portfolio, value $333,700.

    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 12,641 shares
    Change vs previous 13F +6,048 shares

    0.03% of the 13F portfolio, value $3,555,155.

    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 6,593 shares
    Change vs previous 13F +4,192 shares

    0.01% of the 13F portfolio, value $1,441,428.

    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 2,401 shares
    Change vs previous 13F +796 shares

    <0.01% of the 13F portfolio, value $335,684.

    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 1,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,457.

    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).