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Disclosery

Capital Planning Advisors, LLC: XLI position timeline

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

Capital Planning Advisors, LLC held 0 XLI 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 0 shares
    Change vs previous 13F -41,501 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 41,501 shares
    Change vs previous 13F +1,417 shares

    0.86% of the 13F portfolio, value $6,437,635.

    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 40,084 shares
    Change vs previous 13F -1,124 shares

    0.85% of the 13F portfolio, value $6,182,155.

    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 41,208 shares
    Change vs previous 13F -1,641 shares

    0.89% of the 13F portfolio, value $6,079,004.

    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 42,849 shares
    Change vs previous 13F +14,304 shares

    0.87% of the 13F portfolio, value $5,616,218.

    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 28,545 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,761,089.

    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).