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Disclosery

Capital Planning LLC: CGCP position timeline

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

Capital Planning LLC held 27,126 CGCP 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 27,126 shares
    Change vs previous 13F -1,128 shares

    0.15% of the 13F portfolio, value $574,256.

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

  2. period ended2026-06-30
    13F 28,254 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $629,780.

    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 28,254 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $631,193.

    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 28,254 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $639,669.

    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 28,254 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $641,929.

    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 28,254 shares
    Change vs previous 13F -76,571 shares

    0.2% of the 13F portfolio, value $635,713.

    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 104,825 shares
    Change vs previous 13F +72,434 shares

    0.66% of the 13F portfolio, value $2,353,328.

    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 32,391 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $719,082.

    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).