Capital Wealth Planning, LLC: XLI position timeline

Capital Wealth Planning, LLC held 27,889 XLI 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 27,889 shares

   Change vs previous 13F +355 shares

   0.03% of the 13F portfolio, value $5,165,879.

   13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 27,534 shares

   Change vs previous 13F +15,745 shares

   0.02% of the 13F portfolio, value $4,453,074.

   13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,789 shares

   Change vs previous 13F -12,717 shares

   0.01% of the 13F portfolio, value $1,828,710.

   13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 24,506 shares

   Change vs previous 13F +1,781 shares

   0.03% of the 13F portfolio, value $3,779,560.

   13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 22,725 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $3,352,392.

   13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).