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Disclosery

Capital Planning LLC: VIG position timeline

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

Capital Planning LLC held 25,430 VIG 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 25,430 shares
    Change vs previous 13F +40 shares

    1.58% of the 13F portfolio, value $5,933,049.

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

  2. period ended2026-06-30
    13F 25,390 shares
    Change vs previous 13F -137 shares

    1.75% of the 13F portfolio, value $6,007,895.

    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 25,527 shares
    Change vs previous 13F +3,742 shares

    1.79% of the 13F portfolio, value $5,489,843.

    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 21,785 shares
    Change vs previous 13F +844 shares

    1.35% of the 13F portfolio, value $4,805,687.

    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 20,941 shares
    Change vs previous 13F +790 shares

    1.32% of the 13F portfolio, value $4,536,918.

    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 20,151 shares
    Change vs previous 13F +818 shares

    1.3% of the 13F portfolio, value $4,141,930.

    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 19,333 shares
    Change vs previous 13F +594 shares

    1.05% of the 13F portfolio, value $3,750,474.

    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 18,739 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,669,624.

    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).