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Capital Planning Advisors, LLC: SPHQ position timeline

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

Capital Planning Advisors, LLC held 413,627 SPHQ 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 413,627 shares
    Change vs previous 13F -39,223 shares

    4.5% of the 13F portfolio, value $31,100,614.

    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 452,850 shares
    Change vs previous 13F -23,128 shares

    4.55% of the 13F portfolio, value $33,986,393.

    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 475,978 shares
    Change vs previous 13F -31,252 shares

    4.79% of the 13F portfolio, value $34,884,428.

    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 507,230 shares
    Change vs previous 13F -25,920 shares

    5.3% of the 13F portfolio, value $36,145,210.

    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 533,150 shares
    Change vs previous 13F +6,570 shares

    5.46% of the 13F portfolio, value $35,369,171.

    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 526,580 shares
    Change vs previous 13F +33,869 shares

    5.45% of the 13F portfolio, value $35,296,657.

    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 492,711 shares
    Change vs previous 13F -11,595 shares

    5% of the 13F portfolio, value $33,144,669.

    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 504,306 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $32,043,603.

    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).