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Capital Planning LLC: VWO position timeline

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

Capital Planning LLC held 6,955 VWO 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 6,955 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $412,501.

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

  2. period ended2026-06-30
    13F 6,955 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $415,144.

    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 6,955 shares
    Change vs previous 13F -716 shares

    0.12% of the 13F portfolio, value $375,918.

    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 7,671 shares
    Change vs previous 13F +998 shares

    0.12% of the 13F portfolio, value $421,368.

    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 6,673 shares
    Change vs previous 13F +2,106 shares

    0.11% of the 13F portfolio, value $361,543.

    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 4,567 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $225,884.

    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 4,567 shares
    Change vs previous 13F -1,704 shares

    0.06% of the 13F portfolio, value $206,702.

    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 6,271 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $276,175.

    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).