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Disclosery

Capital Planning LLC: MGV position timeline

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

Capital Planning LLC held 69,727 MGV 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 69,727 shares
    Change vs previous 13F -803 shares

    2.99% of the 13F portfolio, value $11,232,322.

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

  2. period ended2026-06-30
    13F 70,530 shares
    Change vs previous 13F -528 shares

    3.36% of the 13F portfolio, value $11,528,129.

    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 71,058 shares
    Change vs previous 13F +8,842 shares

    3.35% of the 13F portfolio, value $10,299,857.

    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 62,216 shares
    Change vs previous 13F +2,697 shares

    2.48% of the 13F portfolio, value $8,862,047.

    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 59,519 shares
    Change vs previous 13F +555 shares

    2.4% of the 13F portfolio, value $8,239,965.

    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 58,964 shares
    Change vs previous 13F -50,321 shares

    2.44% of the 13F portfolio, value $7,776,072.

    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 109,285 shares
    Change vs previous 13F +813 shares

    3.94% of the 13F portfolio, value $14,080,279.

    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 108,472 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $13,549,238.

    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).