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Disclosery

Capital Planning LLC: VGT position timeline

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

Capital Planning LLC held 111,740 VGT 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 111,740 shares
    Change vs previous 13F -2,660 shares

    3.73% of the 13F portfolio, value $14,042,396.

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

  2. period ended2026-06-30
    13F 114,400 shares
    Change vs previous 13F +98,651 shares

    3.98% of the 13F portfolio, value $13,673,058.

    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 15,749 shares
    Change vs previous 13F -819 shares

    3.57% of the 13F portfolio, value $10,988,574.

    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 16,568 shares
    Change vs previous 13F -413 shares

    3.51% of the 13F portfolio, value $12,525,059.

    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 16,981 shares
    Change vs previous 13F -324 shares

    3.69% of the 13F portfolio, value $12,678,307.

    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 17,305 shares
    Change vs previous 13F -2,063 shares

    3.61% of the 13F portfolio, value $11,478,324.

    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 19,368 shares
    Change vs previous 13F -416 shares

    2.94% of the 13F portfolio, value $10,504,878.

    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 19,784 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $12,301,547.

    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).