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Disclosery

Capital Planning LLC: IJR position timeline

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

Capital Planning LLC held 35,955 IJR 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 35,955 shares
    Change vs previous 13F -50 shares

    1.3% of the 13F portfolio, value $4,891,318.

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

  2. period ended2026-06-30
    13F 36,005 shares
    Change vs previous 13F -101 shares

    1.55% of the 13F portfolio, value $5,339,902.

    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 36,106 shares
    Change vs previous 13F +4,697 shares

    1.46% of the 13F portfolio, value $4,488,337.

    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 31,409 shares
    Change vs previous 13F +1,152 shares

    1.07% of the 13F portfolio, value $3,812,110.

    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 30,257 shares
    Change vs previous 13F +53 shares

    1.05% of the 13F portfolio, value $3,595,439.

    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 30,204 shares
    Change vs previous 13F +1,464 shares

    1.04% of the 13F portfolio, value $3,300,995.

    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 28,740 shares
    Change vs previous 13F +234 shares

    0.84% of the 13F portfolio, value $3,005,342.

    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 28,506 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,284,461.

    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).