Skip to content
Disclosery

Capital Planning Advisors, LLC: GWW position timeline

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

Capital Planning Advisors, LLC held 3,303 GWW 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 3,303 shares
    Change vs previous 13F -75 shares

    0.52% of the 13F portfolio, value $3,602,945.

    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 3,378 shares
    Change vs previous 13F -190 shares

    0.46% of the 13F portfolio, value $3,408,571.

    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 3,568 shares
    Change vs previous 13F -316 shares

    0.47% of the 13F portfolio, value $3,400,161.

    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 3,884 shares
    Change vs previous 13F -72 shares

    0.59% of the 13F portfolio, value $4,040,292.

    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 3,956 shares
    Change vs previous 13F -33 shares

    0.6% of the 13F portfolio, value $3,907,855.

    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 3,989 shares
    Change vs previous 13F +228 shares

    0.65% of the 13F portfolio, value $4,204,605.

    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 3,761 shares
    Change vs previous 13F -41 shares

    0.59% of the 13F portfolio, value $3,906,964.

    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 3,802 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,430,316.

    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).