Skip to content
Disclosery

Capital Planning Advisors, LLC: META position timeline

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

Capital Planning Advisors, LLC held 13,371 META 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 13,371 shares
    Change vs previous 13F -263 shares

    1.11% of the 13F portfolio, value $7,650,141.

    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 13,634 shares
    Change vs previous 13F +431 shares

    1.2% of the 13F portfolio, value $8,999,887.

    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 13,203 shares
    Change vs previous 13F +356 shares

    1.33% of the 13F portfolio, value $9,696,264.

    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 12,847 shares
    Change vs previous 13F +36 shares

    1.39% of the 13F portfolio, value $9,482,488.

    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 12,811 shares
    Change vs previous 13F -157 shares

    1.14% of the 13F portfolio, value $7,383,940.

    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 12,968 shares
    Change vs previous 13F +378 shares

    1.17% of the 13F portfolio, value $7,593,089.

    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 12,590 shares
    Change vs previous 13F -5 shares

    1.09% of the 13F portfolio, value $7,207,210.

    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 12,595 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $6,350,819.

    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).