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Capital Wealth Planning, LLC: RKLB position timeline

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

Capital Wealth Planning, LLC held 72,203 RKLB 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 72,203 shares
    Change vs previous 13F -3,217 shares

    0.04% of the 13F portfolio, value $7,339,435.

    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 75,420 shares
    Change vs previous 13F +15,689 shares

    0.03% of the 13F portfolio, value $4,843,473.

    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 59,731 shares
    Change vs previous 13F +53,778 shares

    0.03% of the 13F portfolio, value $4,166,835.

    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 5,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,208.

    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).