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Disclosery

Capital Planning LLC: PWR position timeline

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

Capital Planning LLC held 51,168 PWR 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 51,168 shares
    Change vs previous 13F +42,607 shares

    8.74% of the 13F portfolio, value $32,875,952.

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

  2. period ended2026-06-30
    13F 8,561 shares
    Change vs previous 13F -100 shares

    1.8% of the 13F portfolio, value $6,164,262.

    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 8,661 shares
    Change vs previous 13F -50,564 shares

    1.55% of the 13F portfolio, value $4,755,062.

    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 59,225 shares
    Change vs previous 13F -59 shares

    7.3% of the 13F portfolio, value $26,046,563.

    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 59,284 shares
    Change vs previous 13F -675 shares

    7.16% of the 13F portfolio, value $24,568,475.

    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 59,959 shares
    Change vs previous 13F -585 shares

    7.12% of the 13F portfolio, value $22,669,299.

    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 60,544 shares
    Change vs previous 13F -20 shares

    4.3% of the 13F portfolio, value $15,389,074.

    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 60,564 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $19,141,252.

    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).