Skip to content
Disclosery

CAPITAL & PLANNING, LLC: IAU position timeline

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

CAPITAL & PLANNING, LLC held 31,832 IAU 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 31,832 shares
    Change vs previous 13F +3,913 shares

    1.24% of the 13F portfolio, value $2,403,668.

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

  2. period ended2026-03-31
    13F 27,919 shares
    Change vs previous 13F +27,919 shares

    1.49% of the 13F portfolio, value $2,461,338.

    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 0 shares
    Change vs previous 13F -13,988 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 13,988 shares
    Change vs previous 13F +5,128 shares

    0.63% of the 13F portfolio, value $1,017,914.

    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 8,860 shares
    Change vs previous 13F +4,125 shares

    0.38% of the 13F portfolio, value $552,511.

    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 4,735 shares
    Change vs previous 13F +1,270 shares

    0.21% of the 13F portfolio, value $279,177.

    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 3,465 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $171,553.

    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).