Position in COF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$237,159
-$77,909 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Capital Wealth Planning, LLC holds $1,504,031,760 across 3 Credit Services names. COF ranks #3 (0.0% of the industry book) .
All Filings in COF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,159 | 1,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $315,068 | 1,300 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $276,354 | 1,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,588 | 1,300 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $233,090 | 1,300 | Shares | Sole | 2025-05-12 | |
| 2024-03-31 | $290,335 | 1,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $255,684 | 1,950 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $373,642 | 3,850 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||