Capital Wealth Planning, LLC: SONY position timeline

Capital Wealth Planning, LLC held 0 SONY shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -371,198 shares

   13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 371,198 shares

   Change vs previous 13F +4,283 shares

   0.06% of the 13F portfolio, value $9,606,604.

   13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 366,915 shares

   Change vs previous 13F +70,561 shares

   0.07% of the 13F portfolio, value $10,563,483.

   13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 296,354 shares

   Change vs previous 13F +170,039 shares

   0.06% of the 13F portfolio, value $7,714,095.

   13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 126,315 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $3,207,138.

   13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).