Skip to content
Disclosery

Capital Planning Advisors, LLC: ITW position timeline

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

Capital Planning Advisors, LLC held 4,026 ITW 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 4,026 shares
    Change vs previous 13F -5,439 shares

    0.15% of the 13F portfolio, value $1,048,014.

    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 9,465 shares
    Change vs previous 13F -232 shares

    0.31% of the 13F portfolio, value $2,331,312.

    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 9,697 shares
    Change vs previous 13F -1,090 shares

    0.35% of the 13F portfolio, value $2,528,677.

    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 10,787 shares
    Change vs previous 13F -1,027 shares

    0.39% of the 13F portfolio, value $2,667,168.

    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 11,814 shares
    Change vs previous 13F +118 shares

    0.45% of the 13F portfolio, value $2,930,073.

    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 11,696 shares
    Change vs previous 13F -2,746 shares

    0.46% of the 13F portfolio, value $2,965,722.

    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 14,442 shares
    Change vs previous 13F -13 shares

    0.57% of the 13F portfolio, value $3,784,902.

    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 14,455 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,425,336.

    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).