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Capital Planning Advisors, LLC: TXN position timeline

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

Capital Planning Advisors, LLC held 4,259 TXN 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 4,259 shares
    Change vs previous 13F -12 shares

    0.12% of the 13F portfolio, value $826,842.

    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 4,271 shares
    Change vs previous 13F -2,064 shares

    0.1% of the 13F portfolio, value $740,976.

    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 6,335 shares
    Change vs previous 13F -8,465 shares

    0.16% of the 13F portfolio, value $1,163,930.

    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 14,800 shares
    Change vs previous 13F -709 shares

    0.45% of the 13F portfolio, value $3,072,845.

    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 15,509 shares
    Change vs previous 13F +298 shares

    0.43% of the 13F portfolio, value $2,787,027.

    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 15,211 shares
    Change vs previous 13F +1,052 shares

    0.44% of the 13F portfolio, value $2,852,277.

    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 14,159 shares
    Change vs previous 13F -110 shares

    0.44% of the 13F portfolio, value $2,924,894.

    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 14,269 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,775,814.

    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).