Skip to content
Disclosery

Capital Wealth Planning, LLC: YMM position timeline

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

Capital Wealth Planning, LLC held 0 YMM shares at 2025-06-30 per its 13F-HR filed 2025-08-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -343,239 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 343,239 shares
    Change vs previous 13F +214,304 shares

    0.04% of the 13F portfolio, value $4,383,162.

    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).

  3. period ended2024-12-31
    13F 128,935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,395,077.

    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).