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Capital Wealth Planning, LLC: PEP position timeline

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

Capital Wealth Planning, LLC held 3,445 PEP 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 3,445 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $466,453.

    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 3,460 shares
    Change vs previous 13F -17,243 shares

    <0.01% of the 13F portfolio, value $537,303.

    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 20,703 shares
    Change vs previous 13F +7,739 shares

    0.02% of the 13F portfolio, value $2,971,295.

    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 12,964 shares
    Change vs previous 13F +10,840 shares

    0.01% of the 13F portfolio, value $1,820,664.

    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 2,124 shares
    Change vs previous 13F -1,600 shares

    <0.01% of the 13F portfolio, value $280,453.

    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 3,724 shares
    Change vs previous 13F +906 shares

    <0.01% of the 13F portfolio, value $558,377.

    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 2,818 shares
    Change vs previous 13F -12,753 shares

    <0.01% of the 13F portfolio, value $428,505.

    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 15,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,647,849.

    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).