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Capital Planning Advisors, LLC: JIRE position timeline

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

Capital Planning Advisors, LLC held 325,345 JIRE 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 325,345 shares
    Change vs previous 13F +7,002 shares

    3.56% of the 13F portfolio, value $24,641,630.

    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 318,343 shares
    Change vs previous 13F +12,020 shares

    3.19% of the 13F portfolio, value $23,837,524.

    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 306,323 shares
    Change vs previous 13F +26,735 shares

    3.09% of the 13F portfolio, value $22,526,993.

    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 279,588 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $19,786,443.

    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).