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Capital Planning LLC: SBUX position timeline

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

Capital Planning LLC held 10,835 SBUX 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 10,835 shares
    Change vs previous 13F +3 shares

    0.27% of the 13F portfolio, value $1,018,019.

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

  2. period ended2026-06-30
    13F 10,832 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $1,106,966.

    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 10,830 shares
    Change vs previous 13F -441 shares

    0.32% of the 13F portfolio, value $970,269.

    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 11,271 shares
    Change vs previous 13F -92 shares

    0.27% of the 13F portfolio, value $946,405.

    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 11,363 shares
    Change vs previous 13F -314 shares

    0.28% of the 13F portfolio, value $961,319.

    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 11,677 shares
    Change vs previous 13F -1,253 shares

    0.34% of the 13F portfolio, value $1,069,923.

    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 12,930 shares
    Change vs previous 13F +891 shares

    0.35% of the 13F portfolio, value $1,268,294.

    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 12,039 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,098,556.

    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).