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Disclosery

Capital Planning LLC: BIL position timeline

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

Capital Planning LLC held 9,861 BIL 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 9,861 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $903,662.

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

  2. period ended2026-06-30
    13F 9,861 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $903,662.

    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 9,861 shares
    Change vs previous 13F -369 shares

    0.29% of the 13F portfolio, value $903,662.

    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 10,230 shares
    Change vs previous 13F -9 shares

    0.26% of the 13F portfolio, value $935,227.

    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 10,239 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $939,428.

    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 10,239 shares
    Change vs previous 13F +141 shares

    0.3% of the 13F portfolio, value $939,223.

    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 10,098 shares
    Change vs previous 13F -7 shares

    0.26% of the 13F portfolio, value $926,290.

    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 10,105 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $923,900.

    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).