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Disclosery

Capital Planning LLC: FTEC position timeline

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

Capital Planning LLC held 26,194 FTEC 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 26,194 shares
    Change vs previous 13F -156 shares

    2.09% of the 13F portfolio, value $7,859,772.

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

  2. period ended2026-06-30
    13F 26,350 shares
    Change vs previous 13F -1,300 shares

    2.19% of the 13F portfolio, value $7,525,033.

    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 27,650 shares
    Change vs previous 13F +3,998 shares

    1.87% of the 13F portfolio, value $5,752,583.

    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 23,652 shares
    Change vs previous 13F +177 shares

    1.49% of the 13F portfolio, value $5,333,053.

    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 23,475 shares
    Change vs previous 13F +294 shares

    1.52% of the 13F portfolio, value $5,215,441.

    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 23,181 shares
    Change vs previous 13F +160 shares

    1.44% of the 13F portfolio, value $4,571,757.

    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 23,021 shares
    Change vs previous 13F +291 shares

    1.04% of the 13F portfolio, value $3,712,597.

    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 22,730 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,202,322.

    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).