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Capital Planning Advisors, LLC: BX position timeline

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

Capital Planning Advisors, LLC held 30,296 BX 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 30,296 shares
    Change vs previous 13F -1,311 shares

    0.5% of the 13F portfolio, value $3,483,775.

    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 31,607 shares
    Change vs previous 13F -1,145 shares

    0.65% of the 13F portfolio, value $4,871,954.

    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 32,752 shares
    Change vs previous 13F +1,766 shares

    0.77% of the 13F portfolio, value $5,595,736.

    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 30,986 shares
    Change vs previous 13F +397 shares

    0.68% of the 13F portfolio, value $4,634,936.

    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 30,589 shares
    Change vs previous 13F -94 shares

    0.66% of the 13F portfolio, value $4,275,777.

    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 30,683 shares
    Change vs previous 13F +1,801 shares

    0.82% of the 13F portfolio, value $5,290,420.

    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 28,882 shares
    Change vs previous 13F +924 shares

    0.67% of the 13F portfolio, value $4,422,752.

    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 27,958 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,461,242.

    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).