Capital Wealth Planning, LLC
CIK
0001566728
City
Naples
State / Country
FL
Holdings in DIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $34,533,279 | 71,859 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $215,005,166 | 463,633 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $6,971,964 | 15,822 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $10,347,522 | 24,644 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $42,033,017 | 98,785 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $9,853,195 | 23,287 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $10,325,832 | 26,400 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $10,552,572 | 26,530 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $73,583,867 | 195,250 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $9,328,022 | 27,849 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $8,795,683 | 25,580 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $8,563,634 | 25,746 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $46,091,647 | 139,111 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $12,831,679 | 44,663 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $12,217,991 | 39,692 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $9,083,130 | 26,189 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $35,159,566 | 96,773 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $6,032,048 | 17,831 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $5,052,137 | 14,646 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $6,524,026 | 19,759 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $4,819,556 | 15,761 | Shares | Sole | 2021-01-25 |
| 2020-09-30 | $3,448,215 | 12,426 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $2,861,841 | 11,098 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $3,983,847 | 18,172 | Shares | Sole | 2020-04-30 |