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Disclosery

Capital Planning Advisors, LLC: DFAC position timeline

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

Capital Planning Advisors, LLC held 14,551 DFAC 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 14,551 shares
    Change vs previous 13F -47 shares

    0.08% of the 13F portfolio, value $565,452.

    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 14,598 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $577,935.

    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).