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Disclosery

CAPITAL & PLANNING, LLC: LOW position timeline

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

CAPITAL & PLANNING, LLC held 4,022 LOW 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 4,022 shares
    Change vs previous 13F +1,625 shares

    0.46% of the 13F portfolio, value $886,819.

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

  2. period ended2026-03-31
    13F 2,397 shares
    Change vs previous 13F +2,397 shares

    0.34% of the 13F portfolio, value $566,257.

    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 -2,172 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 2,172 shares
    Change vs previous 13F +520 shares

    0.34% of the 13F portfolio, value $545,776.

    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 1,652 shares
    Change vs previous 13F +635 shares

    0.25% of the 13F portfolio, value $366,549.

    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 1,017 shares
    Change vs previous 13F +165 shares

    0.18% of the 13F portfolio, value $237,287.

    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 852 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $210,318.

    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).