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Capital Wealth Planning, LLC: XLF position timeline

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

Capital Wealth Planning, LLC held 66,305 XLF 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 66,305 shares
    Change vs previous 13F -25,813 shares

    0.02% of the 13F portfolio, value $3,554,629.

    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 92,118 shares
    Change vs previous 13F +5,859 shares

    0.03% of the 13F portfolio, value $4,547,861.

    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 86,259 shares
    Change vs previous 13F +3,523 shares

    0.03% of the 13F portfolio, value $4,724,388.

    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 82,736 shares
    Change vs previous 13F -33,193 shares

    0.03% of the 13F portfolio, value $4,456,985.

    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 115,929 shares
    Change vs previous 13F +5,736 shares

    0.05% of the 13F portfolio, value $6,071,209.

    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 110,193 shares
    Change vs previous 13F +47,272 shares

    0.05% of the 13F portfolio, value $5,488,713.

    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 62,921 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,040,972.

    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).