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Disclosery

Capital Planning LLC: JCPB position timeline

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

Capital Planning LLC held 81,919 JCPB 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 81,919 shares
    Change vs previous 13F +366 shares

    0.98% of the 13F portfolio, value $3,668,333.

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

  2. period ended2026-06-30
    13F 81,553 shares
    Change vs previous 13F -11,370 shares

    1.11% of the 13F portfolio, value $3,828,098.

    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 92,923 shares
    Change vs previous 13F -310 shares

    1.42% of the 13F portfolio, value $4,374,815.

    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 93,233 shares
    Change vs previous 13F +896 shares

    1.24% of the 13F portfolio, value $4,429,981.

    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 92,337 shares
    Change vs previous 13F +4,968 shares

    1.28% of the 13F portfolio, value $4,390,624.

    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 87,369 shares
    Change vs previous 13F -34,077 shares

    1.29% of the 13F portfolio, value $4,111,585.

    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 121,446 shares
    Change vs previous 13F +32,265 shares

    1.6% of the 13F portfolio, value $5,712,820.

    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 89,181 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,126,070.

    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).