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Disclosery

Capital Planning LLC: IVV position timeline

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

Capital Planning LLC held 61,281 IVV 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 61,281 shares
    Change vs previous 13F -841 shares

    12.48% of the 13F portfolio, value $46,931,909.

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

  2. period ended2026-06-30
    13F 62,122 shares
    Change vs previous 13F -5,491 shares

    13.55% of the 13F portfolio, value $46,522,251.

    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 67,613 shares
    Change vs previous 13F +883 shares

    14.37% of the 13F portfolio, value $44,165,162.

    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 66,730 shares
    Change vs previous 13F -1,428 shares

    12.83% of the 13F portfolio, value $45,789,773.

    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 68,158 shares
    Change vs previous 13F -628 shares

    13.29% of the 13F portfolio, value $45,618,222.

    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 68,786 shares
    Change vs previous 13F -1,005 shares

    13.42% of the 13F portfolio, value $42,709,207.

    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 69,791 shares
    Change vs previous 13F -1,832 shares

    10.97% of the 13F portfolio, value $39,215,486.

    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 71,623 shares
    Change vs previous 13F not available

    11.06% of the 13F portfolio, value $42,162,896.

    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).