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Capital Wealth Planning, LLC: SPY position timeline

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

Capital Wealth Planning, LLC held 63,571 SPY 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 63,571 shares
    Change vs previous 13F +1,704 shares

    0.24% of the 13F portfolio, value $47,472,754.

    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 61,867 shares
    Change vs previous 13F +4,864 shares

    0.22% of the 13F portfolio, value $40,234,594.

    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 57,003 shares
    Change vs previous 13F +2,212 shares

    0.25% of the 13F portfolio, value $38,871,772.

    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 54,791 shares
    Change vs previous 13F -390 shares

    0.26% of the 13F portfolio, value $36,500,579.

    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 55,181 shares
    Change vs previous 13F +1,972 shares

    0.27% of the 13F portfolio, value $34,093,766.

    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 53,209 shares
    Change vs previous 13F +797 shares

    0.26% of the 13F portfolio, value $29,764,666.

    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 52,412 shares
    Change vs previous 13F +234 shares

    0.28% of the 13F portfolio, value $30,717,805.

    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 52,178 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $29,937,773.

    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).