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Capital Wealth Planning, LLC: SMFG position timeline

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

Capital Wealth Planning, LLC held 1,659,962 SMFG 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 1,659,962 shares
    Change vs previous 13F +354,207 shares

    0.2% of the 13F portfolio, value $39,141,904.

    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 1,305,755 shares
    Change vs previous 13F +222,610 shares

    0.14% of the 13F portfolio, value $25,788,661.

    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 1,083,145 shares
    Change vs previous 13F +296,280 shares

    0.14% of the 13F portfolio, value $21,067,170.

    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 786,865 shares
    Change vs previous 13F +189,290 shares

    0.09% of the 13F portfolio, value $13,172,120.

    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 597,575 shares
    Change vs previous 13F +325,767 shares

    0.07% of the 13F portfolio, value $9,029,358.

    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 271,808 shares
    Change vs previous 13F +118,336 shares

    0.04% of the 13F portfolio, value $4,202,152.

    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 153,472 shares
    Change vs previous 13F +40,131 shares

    0.02% of the 13F portfolio, value $2,223,809.

    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 113,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,431,497.

    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).