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Disclosery

Capital Planning LLC: XLK position timeline

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

Capital Planning LLC held 58,170 XLK 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 58,170 shares
    Change vs previous 13F -2,053 shares

    3.03% of the 13F portfolio, value $11,386,755.

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

  2. period ended2026-06-30
    13F 60,223 shares
    Change vs previous 13F -5,743 shares

    3.34% of the 13F portfolio, value $11,473,655.

    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 65,966 shares
    Change vs previous 13F +5,830 shares

    2.85% of the 13F portfolio, value $8,766,854.

    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 60,136 shares
    Change vs previous 13F +30,039 shares

    2.43% of the 13F portfolio, value $8,677,588.

    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 30,097 shares
    Change vs previous 13F +36 shares

    2.47% of the 13F portfolio, value $8,483,227.

    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 30,061 shares
    Change vs previous 13F -327 shares

    2.39% of the 13F portfolio, value $7,612,409.

    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 30,388 shares
    Change vs previous 13F -526 shares

    1.75% of the 13F portfolio, value $6,274,539.

    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 30,914 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $7,188,121.

    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).