Skip to content
Disclosery

Capital Planning Advisors, LLC: VRT position timeline

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

Capital Planning Advisors, LLC held 23,954 VRT 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 23,954 shares
    Change vs previous 13F -154 shares

    0.87% of the 13F portfolio, value $6,002,393.

    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 24,108 shares
    Change vs previous 13F -528 shares

    0.52% of the 13F portfolio, value $3,905,737.

    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 24,636 shares
    Change vs previous 13F +518 shares

    0.51% of the 13F portfolio, value $3,716,587.

    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 24,118 shares
    Change vs previous 13F +4,639 shares

    0.45% of the 13F portfolio, value $3,096,992.

    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 19,479 shares
    Change vs previous 13F +7,989 shares

    0.22% of the 13F portfolio, value $1,406,384.

    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 11,490 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,305,379.

    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).