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Disclosery

Capital Planning LLC: DGRO position timeline

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

Capital Planning LLC held 238,262 DGRO 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 238,262 shares
    Change vs previous 13F -2,516 shares

    4.78% of the 13F portfolio, value $17,962,570.

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

  2. period ended2026-06-30
    13F 240,778 shares
    Change vs previous 13F -17,521 shares

    5.31% of the 13F portfolio, value $18,248,569.

    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 258,299 shares
    Change vs previous 13F +19,325 shares

    5.9% of the 13F portfolio, value $18,127,399.

    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 238,974 shares
    Change vs previous 13F -1,115 shares

    4.67% of the 13F portfolio, value $16,680,415.

    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 240,089 shares
    Change vs previous 13F -2,128 shares

    4.76% of the 13F portfolio, value $16,345,290.

    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 242,217 shares
    Change vs previous 13F -105,183 shares

    4.87% of the 13F portfolio, value $15,487,351.

    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 347,400 shares
    Change vs previous 13F -1,427 shares

    6% of the 13F portfolio, value $21,462,386.

    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 348,827 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $21,397,022.

    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).