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Capital Wealth Planning, LLC: V position timeline

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

Capital Wealth Planning, LLC held 1,836,280 V 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 1,836,280 shares
    Change vs previous 13F -507,282 shares

    3.15% of the 13F portfolio, value $630,009,273.

    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 2,343,562 shares
    Change vs previous 13F +172,519 shares

    3.91% of the 13F portfolio, value $708,318,238.

    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 2,171,043 shares
    Change vs previous 13F +145,461 shares

    4.91% of the 13F portfolio, value $757,896,002.

    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 2,025,582 shares
    Change vs previous 13F +151,367 shares

    4.87% of the 13F portfolio, value $691,493,310.

    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 1,874,215 shares
    Change vs previous 13F +37,047 shares

    5.25% of the 13F portfolio, value $665,440,122.

    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 1,837,168 shares
    Change vs previous 13F -151,130 shares

    5.58% of the 13F portfolio, value $643,853,804.

    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 1,988,298 shares
    Change vs previous 13F +7,645 shares

    5.81% of the 13F portfolio, value $628,381,767.

    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 1,980,653 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $544,580,631.

    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).