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Disclosery

Capital Planning LLC: QQQI position timeline

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

Capital Planning LLC held 21,424 QQQI 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 21,424 shares
    Change vs previous 13F -1,208 shares

    0.32% of the 13F portfolio, value $1,190,103.

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

  2. period ended2026-06-30
    13F 22,632 shares
    Change vs previous 13F +13,015 shares

    0.37% of the 13F portfolio, value $1,285,271.

    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 9,617 shares
    Change vs previous 13F +295 shares

    0.16% of the 13F portfolio, value $477,869.

    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 9,322 shares
    Change vs previous 13F +3,199 shares

    0.14% of the 13F portfolio, value $501,151.

    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 6,123 shares
    Change vs previous 13F +1,400 shares

    0.1% of the 13F portfolio, value $331,867.

    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 4,723 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $245,643.

    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).