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Disclosery

Capital Planning LLC: COST position timeline

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

Capital Planning LLC held 3,605 COST 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 3,605 shares
    Change vs previous 13F -7 shares

    0.87% of the 13F portfolio, value $3,281,926.

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

  2. period ended2026-06-30
    13F 3,612 shares
    Change vs previous 13F +10 shares

    0.98% of the 13F portfolio, value $3,379,004.

    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 3,602 shares
    Change vs previous 13F +34 shares

    1.17% of the 13F portfolio, value $3,588,807.

    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 3,568 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $3,049,091.

    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 3,568 shares
    Change vs previous 13F +1 shares

    0.96% of the 13F portfolio, value $3,302,506.

    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 3,567 shares
    Change vs previous 13F +140 shares

    1.11% of the 13F portfolio, value $3,531,555.

    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 3,427 shares
    Change vs previous 13F -329 shares

    0.91% of the 13F portfolio, value $3,241,244.

    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 3,756 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,441,254.

    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).