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Disclosery

Capital Planning LLC: VB position timeline

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

Capital Planning LLC held 37,842 VB 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 37,842 shares
    Change vs previous 13F -972 shares

    2.86% of the 13F portfolio, value $10,765,748.

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

  2. period ended2026-06-30
    13F 38,814 shares
    Change vs previous 13F -2,924 shares

    3.43% of the 13F portfolio, value $11,765,348.

    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 41,738 shares
    Change vs previous 13F -3,266 shares

    3.56% of the 13F portfolio, value $10,932,029.

    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 45,004 shares
    Change vs previous 13F +422 shares

    3.3% of the 13F portfolio, value $11,770,321.

    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 44,582 shares
    Change vs previous 13F +911 shares

    3.31% of the 13F portfolio, value $11,372,120.

    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 43,671 shares
    Change vs previous 13F -306 shares

    3.26% of the 13F portfolio, value $10,383,446.

    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 43,977 shares
    Change vs previous 13F -958 shares

    2.73% of the 13F portfolio, value $9,751,978.

    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 44,935 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $10,797,026.

    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).