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CAPITAL & PLANNING, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL & PLANNING, LLC on AMZN, newest first. How the timeline and the estimate are built.

CAPITAL & PLANNING, LLC held 78,295 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,295 shares
    Change vs previous 13F +2,908 shares

    9.64% of the 13F portfolio, value $18,660,913.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 75,387 shares
    Change vs previous 13F +58,587 shares

    9.53% of the 13F portfolio, value $15,700,867.

    13F-HR 0001986152-26-000089 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 ended2025-12-31
    13F 16,800 shares
    Change vs previous 13F -57,939 shares

    17.95% of the 13F portfolio, value $3,877,776.

    13F-HR 0001420506-26-000360 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 ended2025-09-30
    13F 74,739 shares
    Change vs previous 13F +281 shares

    10.13% of the 13F portfolio, value $16,410,478.

    13F-HR 0001420506-25-002971 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 ended2025-06-30
    13F 74,458 shares
    Change vs previous 13F +414 shares

    11.09% of the 13F portfolio, value $16,335,395.

    13F-HR 0001420506-25-002155 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 ended2025-03-31
    13F 74,044 shares
    Change vs previous 13F +193 shares

    10.46% of the 13F portfolio, value $14,087,635.

    13F-HR 0001420506-25-001307 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 ended2024-12-31
    13F 73,851 shares
    Change vs previous 13F not available

    11.85% of the 13F portfolio, value $16,202,227.

    13F-HR 0001986152-25-000011 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).