Capital Planning Advisors, LLC: IEMG position timeline

Capital Planning Advisors, LLC held 471,250 IEMG 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 471,250 shares

   Change vs previous 13F +10,951 shares

   4.75% of the 13F portfolio, value $32,869,688.

   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 460,299 shares

   Change vs previous 13F +126,676 shares

   4.14% of the 13F portfolio, value $30,941,299.

   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 333,623 shares

   Change vs previous 13F +6,129 shares

   3.02% of the 13F portfolio, value $21,992,428.

   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 327,494 shares

   Change vs previous 13F -77,672 shares

   2.88% of the 13F portfolio, value $19,659,465.

   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 405,166 shares

   Change vs previous 13F +52,125 shares

   3.38% of the 13F portfolio, value $21,866,809.

   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 353,041 shares

   Change vs previous 13F -15,682 shares

   2.85% of the 13F portfolio, value $18,435,801.

   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 368,723 shares

   Change vs previous 13F not available

   3.2% of the 13F portfolio, value $21,168,387.

   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).