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Disclosery

Capital Planning LLC: QQQ position timeline

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

Capital Planning LLC held 3,783 QQQ 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 3,783 shares
    Change vs previous 13F -311 shares

    0.74% of the 13F portfolio, value $2,801,530.

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

  2. period ended2026-06-30
    13F 4,094 shares
    Change vs previous 13F +529 shares

    0.88% of the 13F portfolio, value $3,018,798.

    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 3,565 shares
    Change vs previous 13F -240 shares

    0.67% of the 13F portfolio, value $2,057,687.

    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 3,805 shares
    Change vs previous 13F -917 shares

    0.65% of the 13F portfolio, value $2,332,869.

    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 4,722 shares
    Change vs previous 13F +35 shares

    0.83% of the 13F portfolio, value $2,837,910.

    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 4,687 shares
    Change vs previous 13F +1,077 shares

    0.81% of the 13F portfolio, value $2,588,130.

    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 3,610 shares
    Change vs previous 13F -1,234 shares

    0.47% of the 13F portfolio, value $1,695,618.

    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 4,844 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,476,652.

    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).