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Capital Planning Advisors, LLC: IBM position timeline

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

Capital Planning Advisors, LLC held 26,859 IBM 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 26,859 shares
    Change vs previous 13F -62 shares

    0.94% of the 13F portfolio, value $6,510,353.

    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 26,921 shares
    Change vs previous 13F -351 shares

    1.07% of the 13F portfolio, value $7,974,269.

    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 27,272 shares
    Change vs previous 13F -844 shares

    1.06% of the 13F portfolio, value $7,695,068.

    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 28,116 shares
    Change vs previous 13F -1,594 shares

    1.22% of the 13F portfolio, value $8,288,034.

    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 29,710 shares
    Change vs previous 13F +17 shares

    1.14% of the 13F portfolio, value $7,387,689.

    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 29,693 shares
    Change vs previous 13F +997 shares

    1.01% of the 13F portfolio, value $6,527,412.

    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 28,696 shares
    Change vs previous 13F +675 shares

    0.96% of the 13F portfolio, value $6,344,112.

    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 28,021 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,846,232.

    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).