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Disclosery

Capital Planning LLC: VO position timeline

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

Capital Planning LLC held 149,166 VO 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 149,166 shares
    Change vs previous 13F -1,372 shares

    3.11% of the 13F portfolio, value $11,697,607.

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

  2. period ended2026-06-30
    13F 150,538 shares
    Change vs previous 13F +110,682 shares

    3.53% of the 13F portfolio, value $12,128,812.

    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 39,856 shares
    Change vs previous 13F +5,597 shares

    3.72% of the 13F portfolio, value $11,445,876.

    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 34,259 shares
    Change vs previous 13F +666 shares

    2.81% of the 13F portfolio, value $10,025,249.

    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 33,593 shares
    Change vs previous 13F +465 shares

    2.88% of the 13F portfolio, value $9,902,245.

    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 33,128 shares
    Change vs previous 13F -14,167 shares

    2.92% of the 13F portfolio, value $9,305,817.

    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 47,295 shares
    Change vs previous 13F -1,500 shares

    3.42% of the 13F portfolio, value $12,231,338.

    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 48,795 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $12,888,256.

    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).