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Disclosery

Capital Planning LLC: ITOT position timeline

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

Capital Planning LLC held 41,381 ITOT 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 41,381 shares
    Change vs previous 13F -495 shares

    1.83% of the 13F portfolio, value $6,880,855.

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

  2. period ended2026-06-30
    13F 41,876 shares
    Change vs previous 13F -652 shares

    2% of the 13F portfolio, value $6,878,997.

    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 42,528 shares
    Change vs previous 13F -1,831 shares

    1.97% of the 13F portfolio, value $6,057,272.

    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 44,359 shares
    Change vs previous 13F -681 shares

    1.85% of the 13F portfolio, value $6,616,573.

    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 45,040 shares
    Change vs previous 13F +1,066 shares

    1.91% of the 13F portfolio, value $6,560,126.

    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 43,974 shares
    Change vs previous 13F -370 shares

    1.87% of the 13F portfolio, value $5,938,266.

    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 44,344 shares
    Change vs previous 13F -5,129 shares

    1.51% of the 13F portfolio, value $5,410,365.

    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 49,473 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $6,363,256.

    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).