Capital Wealth Planning, LLC CIB BANCOLOMBIA S A

Ownership history in Capital Wealth Planning, LLC  ·  8 quarters on record

AI Ownership Summary

Capital Wealth Planning, LLC reported BANCOLOMBIA S A (CIB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows CIB at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Wealth Planning, LLC's position in BANCOLOMBIA S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CIB was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Wealth Planning, LLC held CIB — position size vs. price
% of Fund (quarterly)    CIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 306,071 +21,428 +7.5% 0.13% $19.3M 2026-02-14 (Est.) $75.65
2025 Q3 ADDED 284,643 +68,425 +31.6% 0.10% $14.8M 2025-11-13 $61.59
2025 Q2 ADDED 216,218 +79,130 +57.7% 0.08% $10.0M 2025-08-07 $45.82
2025 Q1 ADDED 137,088 +40,238 +41.5% 0.05% $5.5M 2025-05-12 $39.63
2024 Q4 ADDED 96,850 +7,856 +8.8% 0.03% $3.1M 2025-02-05 $31.42
2024 Q3 ADDED 88,994 +6,383 +7.7% 0.03% $2.8M 2024-11-12 $24.53
2024 Q2 ADDED 82,611 +21,841 +35.9% 0.03% $2.7M 2024-08-09 $24.09
2024 Q1 INITIATED 60,770 0.02% $2.1M 2024-05-07 $24.58

FAQ About Capital Wealth Planning, LLC and CIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Wealth Planning, LLC reported owning CIB?

Capital Wealth Planning, LLC reported CIB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CIB position in Capital Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for CIB was 0.13% in 2025 Q4.

What is the latest reported CIB position on this page?

The most recent filing on this page is 2025 Q4, when Capital Wealth Planning, LLC reported 306,071 shares, equal to 0.13% of portfolio, with an estimated market value of $19.3M.

What does the chart on this CIB ownership page compare?

The chart compares Capital Wealth Planning, LLC's quarterly CIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Wealth Planning, LLC time their CIB position?

Based on 13F filing dates vs. subsequent CIB price moves, Capital Wealth Planning, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on CIB relative to SPY over the holding period was +59.3%.

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