Capital Planning Advisors, LLC: IJR position timeline

Capital Planning Advisors, LLC held 0 IJR shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -5,845 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 5,845 shares

   Change vs previous 13F -4 shares

   0.09% of the 13F portfolio, value $611,212.

   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).

3. period ended2024-12-31

   13F 5,849 shares

   Change vs previous 13F -664 shares

   0.1% of the 13F portfolio, value $673,922.

   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).

4. period ended2024-09-30

   13F 6,513 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $761,760.

   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).

5. period ended2024-06-30

   13F 6,513 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $694,677.

   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).