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Disclosery

Capital Planning LLC: USMV position timeline

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

Capital Planning LLC held 107,659 USMV 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 107,659 shares
    Change vs previous 13F -550 shares

    2.79% of the 13F portfolio, value $10,490,293.

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

  2. period ended2026-06-30
    13F 108,209 shares
    Change vs previous 13F -6,586 shares

    3.04% of the 13F portfolio, value $10,437,840.

    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 114,795 shares
    Change vs previous 13F -1,617 shares

    3.46% of the 13F portfolio, value $10,646,088.

    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 116,412 shares
    Change vs previous 13F -716 shares

    3.05% of the 13F portfolio, value $10,901,984.

    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 117,128 shares
    Change vs previous 13F +1,190 shares

    3.25% of the 13F portfolio, value $11,143,558.

    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 115,938 shares
    Change vs previous 13F -1,345 shares

    3.42% of the 13F portfolio, value $10,883,100.

    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 117,283 shares
    Change vs previous 13F -292 shares

    3.07% of the 13F portfolio, value $10,984,726.

    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 117,575 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $10,439,484.

    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).