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Capital Planning Advisors, LLC: MRSH position timeline

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

Capital Planning Advisors, LLC held 2,366 MRSH 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 2,366 shares
    Change vs previous 13F -17,180 shares

    0.06% of the 13F portfolio, value $410,383.

    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 19,546 shares
    Change vs previous 13F -2,543 shares

    0.48% of the 13F portfolio, value $3,626,174.

    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 22,089 shares
    Change vs previous 13F -5,611 shares

    0.61% of the 13F portfolio, value $4,451,596.

    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 27,700 shares
    Change vs previous 13F -399 shares

    0.89% of the 13F portfolio, value $6,056,328.

    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 28,099 shares
    Change vs previous 13F -279 shares

    1.06% of the 13F portfolio, value $6,856,999.

    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 28,378 shares
    Change vs previous 13F +2,532 shares

    0.93% of the 13F portfolio, value $6,027,771.

    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 25,846 shares
    Change vs previous 13F +431 shares

    0.87% of the 13F portfolio, value $5,765,984.

    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 25,415 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,355,449.

    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).