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Disclosery

Capital Planning LLC: AVGO position timeline

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

Capital Planning LLC held 4,030 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,030 shares
    Change vs previous 13F -114 shares

    0.38% of the 13F portfolio, value $1,415,296.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,144 shares
    Change vs previous 13F +100 shares

    0.46% of the 13F portfolio, value $1,565,396.

    13F-HR 0001790688-26-000004 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,044 shares
    Change vs previous 13F +28 shares

    0.41% of the 13F portfolio, value $1,251,658.

    13F-HR 0001790688-26-000002 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,016 shares
    Change vs previous 13F +33 shares

    0.39% of the 13F portfolio, value $1,396,042.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,983 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,314,032.

    13F-HR 0001790688-25-000008 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,983 shares
    Change vs previous 13F +378 shares

    0.34% of the 13F portfolio, value $1,097,914.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,605 shares
    Change vs previous 13F -573 shares

    0.17% of the 13F portfolio, value $603,585.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,178 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $968,628.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).