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Disclosery

Capital Planning LLC: JEPI position timeline

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

Capital Planning LLC held 9,170 JEPI 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 9,170 shares
    Change vs previous 13F +3,130 shares

    0.14% of the 13F portfolio, value $515,537.

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

  2. period ended2026-06-30
    13F 6,040 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $341,139.

    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 6,040 shares
    Change vs previous 13F -1,357 shares

    0.11% of the 13F portfolio, value $342,347.

    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 7,397 shares
    Change vs previous 13F -3,110 shares

    0.12% of the 13F portfolio, value $427,155.

    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 10,507 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $599,950.

    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 10,507 shares
    Change vs previous 13F -3,680 shares

    0.19% of the 13F portfolio, value $597,323.

    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 14,187 shares
    Change vs previous 13F +4,467 shares

    0.23% of the 13F portfolio, value $810,645.

    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 9,720 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $563,029.

    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).