Capital Planning Advisors, LLC: GOVT position timeline

Capital Planning Advisors, LLC held 731,365 GOVT 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 731,365 shares

   Change vs previous 13F -18,637 shares

   2.42% of the 13F portfolio, value $16,755,572.

   13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 750,002 shares

   Change vs previous 13F -50,381 shares

   2.31% of the 13F portfolio, value $17,268,797.

   13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 800,383 shares

   Change vs previous 13F -62,662 shares

   2.54% of the 13F portfolio, value $18,504,855.

   13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 863,045 shares

   Change vs previous 13F -64,573 shares

   2.91% of the 13F portfolio, value $19,832,774.

   13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 927,618 shares

   Change vs previous 13F -78,745 shares

   3.29% of the 13F portfolio, value $21,321,300.

   13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 1,006,363 shares

   Change vs previous 13F -246,487 shares

   3.57% of the 13F portfolio, value $23,126,222.

   13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 1,252,850 shares

   Change vs previous 13F -396,474 shares

   4.44% of the 13F portfolio, value $29,379,333.

   13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

8. period ended2024-06-30

   13F 1,649,324 shares

   Change vs previous 13F not available

   6.37% of the 13F portfolio, value $37,225,243.

   13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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