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Disclosery

Capital Wealth Planning, LLC: SAN position timeline

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

Capital Wealth Planning, LLC held 1,757,251 SAN 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 1,757,251 shares
    Change vs previous 13F +305,237 shares

    0.12% of the 13F portfolio, value $24,250,064.

    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 1,452,014 shares
    Change vs previous 13F +512,867 shares

    0.09% of the 13F portfolio, value $16,378,718.

    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 939,147 shares
    Change vs previous 13F +438,971 shares

    0.07% of the 13F portfolio, value $11,335,504.

    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 500,176 shares
    Change vs previous 13F +120,290 shares

    0.04% of the 13F portfolio, value $5,241,844.

    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 379,886 shares
    Change vs previous 13F +1,120 shares

    0.02% of the 13F portfolio, value $3,153,054.

    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 378,766 shares
    Change vs previous 13F -44,201 shares

    0.02% of the 13F portfolio, value $2,537,732.

    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 422,967 shares
    Change vs previous 13F +34,352 shares

    0.02% of the 13F portfolio, value $1,928,730.

    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 388,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,981,937.

    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).