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Capital Wealth Planning, LLC: QQQ position timeline

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

Capital Wealth Planning, LLC held 147,542 QQQ 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 147,542 shares
    Change vs previous 13F +25,356 shares

    0.54% of the 13F portfolio, value $108,649,751.

    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 122,186 shares
    Change vs previous 13F +114,466 shares

    0.39% of the 13F portfolio, value $70,523,315.

    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 7,720 shares
    Change vs previous 13F +1,417 shares

    0.03% of the 13F portfolio, value $4,742,473.

    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 6,303 shares
    Change vs previous 13F +2,294 shares

    0.03% of the 13F portfolio, value $3,784,132.

    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).

  5. period ended2025-06-30
    13F 4,009 shares
    Change vs previous 13F -5,073 shares

    0.02% of the 13F portfolio, value $2,211,525.

    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 9,082 shares
    Change vs previous 13F -6,464 shares

    0.04% of the 13F portfolio, value $4,258,731.

    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 15,546 shares
    Change vs previous 13F -8,445 shares

    0.07% of the 13F portfolio, value $7,947,582.

    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 23,991 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,709,287.

    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).