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Capital Planning Advisors, LLC: VEA position timeline

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

Capital Planning Advisors, LLC held 842,318 VEA 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 842,318 shares
    Change vs previous 13F +15,153 shares

    7.8% of the 13F portfolio, value $53,975,737.

    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 827,165 shares
    Change vs previous 13F +19,277 shares

    6.91% of the 13F portfolio, value $51,672,998.

    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 807,888 shares
    Change vs previous 13F +44,495 shares

    6.65% of the 13F portfolio, value $48,408,649.

    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 763,393 shares
    Change vs previous 13F +340,343 shares

    6.38% of the 13F portfolio, value $43,521,035.

    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 423,050 shares
    Change vs previous 13F +6,064 shares

    3.32% of the 13F portfolio, value $21,503,632.

    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 416,986 shares
    Change vs previous 13F +12,753 shares

    3.08% of the 13F portfolio, value $19,940,271.

    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 404,233 shares
    Change vs previous 13F -15,884 shares

    3.22% of the 13F portfolio, value $21,347,545.

    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 420,117 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $20,762,182.

    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).