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Disclosery

Capital Planning LLC: SPYI position timeline

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

Capital Planning LLC held 66,382 SPYI 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 66,382 shares
    Change vs previous 13F -4,328 shares

    0.94% of the 13F portfolio, value $3,529,531.

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

  2. period ended2026-06-30
    13F 70,710 shares
    Change vs previous 13F +40,130 shares

    1.09% of the 13F portfolio, value $3,753,994.

    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 30,580 shares
    Change vs previous 13F +868 shares

    0.49% of the 13F portfolio, value $1,509,735.

    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 29,712 shares
    Change vs previous 13F +10,568 shares

    0.44% of the 13F portfolio, value $1,562,554.

    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 19,144 shares
    Change vs previous 13F +4,351 shares

    0.29% of the 13F portfolio, value $1,001,231.

    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 14,793 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $744,384.

    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).