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Capital Planning Advisors, LLC: WCN position timeline

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

Capital Planning Advisors, LLC held 8,798 WCN 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 8,798 shares
    Change vs previous 13F -20,035 shares

    0.21% of the 13F portfolio, value $1,429,147.

    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 28,833 shares
    Change vs previous 13F -590 shares

    0.68% of the 13F portfolio, value $5,056,155.

    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 29,423 shares
    Change vs previous 13F -6,162 shares

    0.71% of the 13F portfolio, value $5,172,563.

    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 35,585 shares
    Change vs previous 13F -638 shares

    0.97% of the 13F portfolio, value $6,644,431.

    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 36,223 shares
    Change vs previous 13F -115 shares

    1.09% of the 13F portfolio, value $7,070,367.

    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 36,338 shares
    Change vs previous 13F +2,089 shares

    0.96% of the 13F portfolio, value $6,234,874.

    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 34,249 shares
    Change vs previous 13F +998 shares

    0.92% of the 13F portfolio, value $6,124,406.

    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 33,251 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,830,895.

    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).