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Disclosery

Capital Planning LLC: CGMU position timeline

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

Capital Planning LLC held 116,651 CGMU 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 116,651 shares
    Change vs previous 13F -15,168 shares

    0.8% of the 13F portfolio, value $3,025,927.

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

  2. period ended2026-06-30
    13F 131,819 shares
    Change vs previous 13F -37,267 shares

    1.05% of the 13F portfolio, value $3,621,068.

    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 169,086 shares
    Change vs previous 13F -10,355 shares

    1.49% of the 13F portfolio, value $4,590,685.

    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 179,441 shares
    Change vs previous 13F +1,402 shares

    1.38% of the 13F portfolio, value $4,916,683.

    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 178,039 shares
    Change vs previous 13F -42,683 shares

    1.42% of the 13F portfolio, value $4,858,684.

    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 220,722 shares
    Change vs previous 13F -8,005 shares

    1.85% of the 13F portfolio, value $5,891,070.

    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 228,727 shares
    Change vs previous 13F +25,450 shares

    1.72% of the 13F portfolio, value $6,134,451.

    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 203,277 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,472,229.

    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).