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Capital Wealth Planning, LLC: TSLA position timeline

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

Capital Wealth Planning, LLC held 113,345 TSLA 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 113,345 shares
    Change vs previous 13F +20,693 shares

    0.24% of the 13F portfolio, value $47,672,907.

    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 92,652 shares
    Change vs previous 13F +37,913 shares

    0.19% of the 13F portfolio, value $34,443,382.

    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 54,739 shares
    Change vs previous 13F +22,934 shares

    0.16% of the 13F portfolio, value $24,617,223.

    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 31,805 shares
    Change vs previous 13F +25,194 shares

    0.1% of the 13F portfolio, value $14,144,320.

    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 6,611 shares
    Change vs previous 13F +1,834 shares

    0.02% of the 13F portfolio, value $2,100,050.

    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 4,777 shares
    Change vs previous 13F +1,843 shares

    0.01% of the 13F portfolio, value $1,238,007.

    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 2,934 shares
    Change vs previous 13F -1,256 shares

    0.01% of the 13F portfolio, value $1,184,867.

    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 4,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,096,229.

    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).