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Capital Planning Advisors, LLC: ABT position timeline

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

Capital Planning Advisors, LLC held 36,878 ABT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 36,878 shares
    Change vs previous 13F -4,468 shares

    0.55% of the 13F portfolio, value $3,786,299.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 41,346 shares
    Change vs previous 13F -799 shares

    0.69% of the 13F portfolio, value $5,180,282.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 42,145 shares
    Change vs previous 13F -3,335 shares

    0.78% of the 13F portfolio, value $5,644,946.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 45,480 shares
    Change vs previous 13F -306 shares

    0.91% of the 13F portfolio, value $6,185,780.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 45,786 shares
    Change vs previous 13F -243 shares

    0.94% of the 13F portfolio, value $6,073,557.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 46,029 shares
    Change vs previous 13F -16 shares

    0.8% of the 13F portfolio, value $5,206,378.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 46,045 shares
    Change vs previous 13F +553 shares

    0.79% of the 13F portfolio, value $5,249,629.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 45,492 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,727,108.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).