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Disclosery

Capital Planning LLC: VOO position timeline

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

Capital Planning LLC held 1,068 VOO 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 1,068 shares
    Change vs previous 13F +744 shares

    0.2% of the 13F portfolio, value $748,546.

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

  2. period ended2026-06-30
    13F 324 shares
    Change vs previous 13F -36 shares

    0.06% of the 13F portfolio, value $222,546.

    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 360 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $215,129.

    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).