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Disclosery

Capital Planning LLC: BA position timeline

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

Capital Planning LLC held 35,689 BA 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 35,689 shares
    Change vs previous 13F +583 shares

    1.77% of the 13F portfolio, value $6,639,938.

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

  2. period ended2026-06-30
    13F 35,106 shares
    Change vs previous 13F -97 shares

    2.21% of the 13F portfolio, value $7,599,396.

    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 35,203 shares
    Change vs previous 13F -15,248 shares

    2.28% of the 13F portfolio, value $7,006,453.

    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 50,451 shares
    Change vs previous 13F -1,198 shares

    3.22% of the 13F portfolio, value $11,491,312.

    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 51,649 shares
    Change vs previous 13F -1,574 shares

    3.25% of the 13F portfolio, value $11,147,487.

    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 53,223 shares
    Change vs previous 13F -8,088 shares

    3.5% of the 13F portfolio, value $11,151,896.

    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 61,311 shares
    Change vs previous 13F -105 shares

    2.92% of the 13F portfolio, value $10,456,657.

    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 61,416 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $10,870,700.

    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).