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Disclosery

Capital Planning LLC: FIXD position timeline

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

Capital Planning LLC held 90,228 FIXD 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 90,228 shares
    Change vs previous 13F +545 shares

    0.99% of the 13F portfolio, value $3,723,710.

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

  2. period ended2026-06-30
    13F 89,683 shares
    Change vs previous 13F -11,406 shares

    1.14% of the 13F portfolio, value $3,911,076.

    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 101,089 shares
    Change vs previous 13F -136 shares

    1.43% of the 13F portfolio, value $4,406,470.

    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 101,225 shares
    Change vs previous 13F +1,026 shares

    1.26% of the 13F portfolio, value $4,482,749.

    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 100,199 shares
    Change vs previous 13F +7,256 shares

    1.3% of the 13F portfolio, value $4,450,840.

    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 92,943 shares
    Change vs previous 13F +4,448 shares

    1.28% of the 13F portfolio, value $4,079,268.

    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 88,495 shares
    Change vs previous 13F -828 shares

    1.08% of the 13F portfolio, value $3,879,621.

    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 89,323 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,838,209.

    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).