Capital Planning Advisors, LLC: INTC position timeline

Capital Planning Advisors, LLC held 4,592 INTC 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 4,592 shares

   Change vs previous 13F -921 shares

   0.03% of the 13F portfolio, value $202,645.

   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 5,513 shares

   Change vs previous 13F +5,513 shares

   0.03% of the 13F portfolio, value $203,430.

   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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -13,132 shares

   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).

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

4. period ended2024-09-30

   13F 13,132 shares

   Change vs previous 13F -126 shares

   0.05% of the 13F portfolio, value $308,077.

   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 13,258 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $410,600.

   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).