Capital Planning Advisors, LLC: KIE position timeline

Capital Planning Advisors, LLC held 0 KIE shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -138,450 shares

   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).

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

2. period ended2025-09-30

   13F 138,450 shares

   Change vs previous 13F -3,235 shares

   1.13% of the 13F portfolio, value $8,212,854.

   13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 141,685 shares

   Change vs previous 13F -4,532 shares

   1.24% of the 13F portfolio, value $8,464,262.

   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).

4. period ended2025-03-31

   13F 146,217 shares

   Change vs previous 13F +383 shares

   1.37% of the 13F portfolio, value $8,850,515.

   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).

5. period ended2024-12-31

   13F 145,834 shares

   Change vs previous 13F +7,178 shares

   1.27% of the 13F portfolio, value $8,242,538.

   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).

6. period ended2024-09-30

   13F 138,656 shares

   Change vs previous 13F +717 shares

   1.19% of the 13F portfolio, value $7,868,728.

   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).

7. period ended2024-06-30

   13F 137,939 shares

   Change vs previous 13F not available

   1.18% of the 13F portfolio, value $6,873,500.

   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).