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Capital Planning Advisors, LLC: PGR position timeline

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

Capital Planning Advisors, LLC held 5,350 PGR 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 5,350 shares
    Change vs previous 13F -19,496 shares

    0.15% of the 13F portfolio, value $1,060,584.

    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 24,846 shares
    Change vs previous 13F -2,579 shares

    0.76% of the 13F portfolio, value $5,657,931.

    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 27,425 shares
    Change vs previous 13F -4,151 shares

    0.93% of the 13F portfolio, value $6,772,604.

    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 31,576 shares
    Change vs previous 13F -1,442 shares

    1.24% of the 13F portfolio, value $8,426,371.

    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 33,018 shares
    Change vs previous 13F +189 shares

    1.44% of the 13F portfolio, value $9,344,424.

    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 32,829 shares
    Change vs previous 13F +507 shares

    1.21% of the 13F portfolio, value $7,866,157.

    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 32,322 shares
    Change vs previous 13F +191 shares

    1.24% of the 13F portfolio, value $8,202,031.

    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 32,131 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $6,673,930.

    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).