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Capital Wealth Planning, LLC: SOFR position timeline

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

Capital Wealth Planning, LLC held 3,532,520 SOFR 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 3,532,520 shares
    Change vs previous 13F +264,033 shares

    1.77% of the 13F portfolio, value $353,711,228.

    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 3,268,487 shares
    Change vs previous 13F +427,070 shares

    1.81% of the 13F portfolio, value $327,322,631.

    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 2,841,417 shares
    Change vs previous 13F +916,875 shares

    1.84% of the 13F portfolio, value $284,735,638.

    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 1,924,542 shares
    Change vs previous 13F +160,185 shares

    1.36% of the 13F portfolio, value $192,771,749.

    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 1,764,357 shares
    Change vs previous 13F -277,005 shares

    1.39% of the 13F portfolio, value $176,735,640.

    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 2,041,362 shares
    Change vs previous 13F +136,836 shares

    1.77% of the 13F portfolio, value $204,544,472.

    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 1,904,526 shares
    Change vs previous 13F +109,714 shares

    1.77% of the 13F portfolio, value $190,871,596.

    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 1,794,812 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $179,876,059.

    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).