Skip to content
Disclosery

CAPITAL & PLANNING, LLC: PREF position timeline

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

CAPITAL & PLANNING, LLC held 39,860 PREF 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 39,860 shares
    Change vs previous 13F +220 shares

    0.39% of the 13F portfolio, value $759,734.

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

  2. period ended2026-03-31
    13F 39,640 shares
    Change vs previous 13F +39,640 shares

    0.45% of the 13F portfolio, value $746,028.

    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 -38,565 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 38,565 shares
    Change vs previous 13F +225 shares

    0.46% of the 13F portfolio, value $738,137.

    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 38,340 shares
    Change vs previous 13F -1,450 shares

    0.49% of the 13F portfolio, value $727,312.

    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 39,790 shares
    Change vs previous 13F -50 shares

    0.55% of the 13F portfolio, value $744,077.

    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 39,840 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $741,425.

    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).