Skip to content
Disclosery

Capital Wealth Planning, LLC: SH position timeline

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

Capital Wealth Planning, LLC held 93,608 SH 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 93,608 shares
    Change vs previous 13F +7,723 shares

    0.02% of the 13F portfolio, value $3,090,936.

    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 85,885 shares
    Change vs previous 13F +6,884 shares

    0.02% of the 13F portfolio, value $3,257,618.

    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 79,001 shares
    Change vs previous 13F +5,418 shares

    0.02% of the 13F portfolio, value $2,846,406.

    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 73,583 shares
    Change vs previous 13F +6,832 shares

    0.02% of the 13F portfolio, value $2,719,628.

    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 66,751 shares
    Change vs previous 13F -5,805 shares

    0.02% of the 13F portfolio, value $2,648,680.

    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 72,556 shares
    Change vs previous 13F -31,055 shares

    0.03% of the 13F portfolio, value $3,233,095.

    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 103,611 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,391,034.

    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).