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Capital Planning Advisors, LLC: V position timeline

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

Capital Planning Advisors, LLC held 18,855 V 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 18,855 shares
    Change vs previous 13F -10,271 shares

    0.82% of the 13F portfolio, value $5,698,634.

    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 29,126 shares
    Change vs previous 13F -523 shares

    1.37% of the 13F portfolio, value $10,214,662.

    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 29,649 shares
    Change vs previous 13F -342 shares

    1.39% of the 13F portfolio, value $10,121,462.

    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 29,991 shares
    Change vs previous 13F -616 shares

    1.56% of the 13F portfolio, value $10,648,186.

    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 30,607 shares
    Change vs previous 13F -141 shares

    1.66% of the 13F portfolio, value $10,726,412.

    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 30,748 shares
    Change vs previous 13F +1,071 shares

    1.5% of the 13F portfolio, value $9,717,492.

    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 29,677 shares
    Change vs previous 13F +75 shares

    1.23% of the 13F portfolio, value $8,159,599.

    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 29,602 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $7,769,549.

    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).