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Capital Planning Advisors, LLC: AZO position timeline

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

Capital Planning Advisors, LLC held 109 AZO 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 109 shares
    Change vs previous 13F -804 shares

    0.05% of the 13F portfolio, value $368,178.

    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 913 shares
    Change vs previous 13F -44 shares

    0.41% of the 13F portfolio, value $3,096,440.

    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 957 shares
    Change vs previous 13F +5 shares

    0.56% of the 13F portfolio, value $4,105,760.

    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 952 shares
    Change vs previous 13F -14 shares

    0.52% of the 13F portfolio, value $3,534,043.

    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 966 shares
    Change vs previous 13F -9 shares

    0.57% of the 13F portfolio, value $3,683,145.

    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 975 shares
    Change vs previous 13F +101 shares

    0.48% of the 13F portfolio, value $3,121,950.

    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 874 shares
    Change vs previous 13F -12 shares

    0.42% of the 13F portfolio, value $2,753,135.

    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 886 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,626,193.

    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).