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CAPITAL & PLANNING, LLC: GOOGL position timeline

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

CAPITAL & PLANNING, LLC held 74,285 GOOGL 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 74,285 shares
    Change vs previous 13F +969 shares

    13.71% of the 13F portfolio, value $26,547,306.

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

  2. period ended2026-03-31
    13F 73,316 shares
    Change vs previous 13F +53,321 shares

    12.79% of the 13F portfolio, value $21,082,700.

    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 19,995 shares
    Change vs previous 13F -54,158 shares

    28.97% of the 13F portfolio, value $6,258,435.

    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 74,153 shares
    Change vs previous 13F +372 shares

    11.13% of the 13F portfolio, value $18,026,760.

    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 73,781 shares
    Change vs previous 13F +543 shares

    8.83% of the 13F portfolio, value $13,002,373.

    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 73,238 shares
    Change vs previous 13F +1,136 shares

    8.41% of the 13F portfolio, value $11,325,593.

    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 72,102 shares
    Change vs previous 13F not available

    9.98% of the 13F portfolio, value $13,649,023.

    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).