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Capital Planning Advisors, LLC: IXUS position timeline

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

Capital Planning Advisors, LLC held 21,323 IXUS 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 21,323 shares
    Change vs previous 13F +299 shares

    0.27% of the 13F portfolio, value $1,847,425.

    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 21,024 shares
    Change vs previous 13F +43 shares

    0.24% of the 13F portfolio, value $1,779,471.

    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 20,981 shares
    Change vs previous 13F -3,366 shares

    0.24% of the 13F portfolio, value $1,732,611.

    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 24,347 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $1,882,267.

    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 24,345 shares
    Change vs previous 13F +15 shares

    0.26% of the 13F portfolio, value $1,699,524.

    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 24,330 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $1,609,186.

    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 24,317 shares
    Change vs previous 13F +22 shares

    0.27% of the 13F portfolio, value $1,766,144.

    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 24,295 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,641,370.

    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).