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Capital Planning Advisors, LLC: BOND position timeline

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

Capital Planning Advisors, LLC held 45,809 BOND 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 45,809 shares
    Change vs previous 13F +1,783 shares

    0.61% of the 13F portfolio, value $4,227,255.

    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 44,026 shares
    Change vs previous 13F +11,580 shares

    0.55% of the 13F portfolio, value $4,097,940.

    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 32,446 shares
    Change vs previous 13F +525 shares

    0.42% of the 13F portfolio, value $3,028,834.

    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 31,921 shares
    Change vs previous 13F -612 shares

    0.43% of the 13F portfolio, value $2,942,478.

    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 32,533 shares
    Change vs previous 13F -6,343 shares

    0.46% of the 13F portfolio, value $3,008,327.

    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 38,876 shares
    Change vs previous 13F -3,926 shares

    0.54% of the 13F portfolio, value $3,515,168.

    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 42,802 shares
    Change vs previous 13F +2,909 shares

    0.61% of the 13F portfolio, value $4,049,497.

    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 39,893 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,633,454.

    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).