Position in NMRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,843
+$1,722 QoQ
Shares Held
14,351
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 312 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMRK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Capital Wealth Planning, LLC holds $216,843 across 1 Real Estate Services name. NMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NMRK |
Newmark Group, Inc.
This page
|
14,351 | $216,843 |
All Filings in NMRK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,843 | 14,351 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,121 | 14,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,226 | 21,351 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $398,196 | 21,351 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||