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Capital Planning Advisors, LLC: USFR position timeline

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

Capital Planning Advisors, LLC held 807,604 USFR 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 807,604 shares
    Change vs previous 13F +166,393 shares

    5.88% of the 13F portfolio, value $40,654,806.

    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 641,211 shares
    Change vs previous 13F -156,891 shares

    4.32% of the 13F portfolio, value $32,265,740.

    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 798,102 shares
    Change vs previous 13F -116,972 shares

    5.51% of the 13F portfolio, value $40,120,599.

    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 915,074 shares
    Change vs previous 13F -108,524 shares

    6.75% of the 13F portfolio, value $46,037,353.

    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 1,023,598 shares
    Change vs previous 13F +88,768 shares

    7.95% of the 13F portfolio, value $51,517,697.

    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 934,830 shares
    Change vs previous 13F -474,765 shares

    7.26% of the 13F portfolio, value $47,040,646.

    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 1,409,595 shares
    Change vs previous 13F +683,967 shares

    10.69% of the 13F portfolio, value $70,789,861.

    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 725,628 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $36,506,345.

    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).