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Capital Planning Advisors, LLC: XMHQ position timeline

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

Capital Planning Advisors, LLC held 281,267 XMHQ 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 281,267 shares
    Change vs previous 13F +7,137 shares

    4.2% of the 13F portfolio, value $29,074,570.

    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 274,130 shares
    Change vs previous 13F -820 shares

    3.75% of the 13F portfolio, value $28,076,395.

    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 274,950 shares
    Change vs previous 13F +840 shares

    3.96% of the 13F portfolio, value $28,858,752.

    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 274,110 shares
    Change vs previous 13F -91,660 shares

    3.95% of the 13F portfolio, value $26,928,566.

    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 365,770 shares
    Change vs previous 13F +19,243 shares

    5.17% of the 13F portfolio, value $33,478,928.

    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 346,527 shares
    Change vs previous 13F +40,846 shares

    5.27% of the 13F portfolio, value $34,122,514.

    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 305,681 shares
    Change vs previous 13F +2,333 shares

    4.73% of the 13F portfolio, value $31,356,757.

    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 303,348 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $29,433,856.

    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).