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Disclosery

Capital Planning LLC: SGOV position timeline

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

Capital Planning LLC held 9,611 SGOV 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 9,611 shares
    Change vs previous 13F +1,198 shares

    0.26% of the 13F portfolio, value $967,642.

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

  2. period ended2026-06-30
    13F 8,413 shares
    Change vs previous 13F -53 shares

    0.25% of the 13F portfolio, value $846,947.

    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 8,466 shares
    Change vs previous 13F -13,887 shares

    0.28% of the 13F portfolio, value $852,188.

    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 22,353 shares
    Change vs previous 13F -2,321 shares

    0.63% of the 13F portfolio, value $2,244,427.

    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 24,674 shares
    Change vs previous 13F -6,243 shares

    0.72% of the 13F portfolio, value $2,484,691.

    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 30,917 shares
    Change vs previous 13F -14,671 shares

    0.98% of the 13F portfolio, value $3,112,984.

    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 45,588 shares
    Change vs previous 13F +27,449 shares

    1.28% of the 13F portfolio, value $4,589,310.

    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 18,139 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,819,695.

    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).