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Capital Planning Advisors, LLC: SPDW position timeline

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

Capital Planning Advisors, LLC held 49,088 SPDW 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 49,088 shares
    Change vs previous 13F +4,068 shares

    0.32% of the 13F portfolio, value $2,240,867.

    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 45,020 shares
    Change vs previous 13F +1,625 shares

    0.27% of the 13F portfolio, value $1,999,338.

    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 43,395 shares
    Change vs previous 13F +1,141 shares

    0.26% of the 13F portfolio, value $1,856,872.

    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 42,254 shares
    Change vs previous 13F +2,788 shares

    0.25% of the 13F portfolio, value $1,710,864.

    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 39,466 shares
    Change vs previous 13F +3,025 shares

    0.22% of the 13F portfolio, value $1,436,957.

    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 36,441 shares
    Change vs previous 13F +5,902 shares

    0.19% of the 13F portfolio, value $1,243,731.

    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 30,539 shares
    Change vs previous 13F +3,538 shares

    0.17% of the 13F portfolio, value $1,147,045.

    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 27,001 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $947,195.

    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).