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Capital Wealth Planning, LLC: WPM position timeline

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

Capital Wealth Planning, LLC held 154,869 WPM 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 154,869 shares
    Change vs previous 13F -12,623 shares

    0.09% of the 13F portfolio, value $17,394,886.

    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 167,492 shares
    Change vs previous 13F +77,862 shares

    0.12% of the 13F portfolio, value $21,943,127.

    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 89,630 shares
    Change vs previous 13F -2,344 shares

    0.07% of the 13F portfolio, value $10,564,688.

    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 91,974 shares
    Change vs previous 13F +22,080 shares

    0.07% of the 13F portfolio, value $10,286,372.

    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 69,894 shares
    Change vs previous 13F -14,392 shares

    0.05% of the 13F portfolio, value $6,276,481.

    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 84,286 shares
    Change vs previous 13F +71,154 shares

    0.06% of the 13F portfolio, value $6,531,301.

    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 13,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $738,544.

    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).