Capital Wealth Planning, LLC: TPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on TPL, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 900 TPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 900 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $393,876.
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 900 sharesChange vs previous 13F +900 shares
<0.01% of the 13F portfolio, value $427,104.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -176 shares
13F-HR 0001566728-25-000006 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 ended2025-03-3113F 176 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $233,198.
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).