Capital Wealth Planning, LLC: SKM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on SKM, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 102,929 SKM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 102,929 sharesChange vs previous 13F +17,928 shares
0.02% of the 13F portfolio, value $3,310,181.
13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,001 sharesChange vs previous 13F +85,001 shares
0.01% of the 13F portfolio, value $2,489,666.
13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -93,417 shares
13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 93,417 sharesChange vs previous 13F +33,392 shares
0.02% of the 13F portfolio, value $1,965,494.
13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 60,025 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,426,794.
13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).