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CAPITAL & PLANNING, LLC: V position timeline

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

CAPITAL & PLANNING, LLC held 42,000 V 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 42,000 shares
    Change vs previous 13F -66 shares

    7.44% of the 13F portfolio, value $14,409,902.

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

  2. period ended2026-03-31
    13F 42,066 shares
    Change vs previous 13F +32,076 shares

    7.71% of the 13F portfolio, value $12,713,948.

    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 9,990 shares
    Change vs previous 13F -33,229 shares

    16.22% of the 13F portfolio, value $3,503,593.

    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 43,219 shares
    Change vs previous 13F +594 shares

    9.11% of the 13F portfolio, value $14,754,279.

    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 42,625 shares
    Change vs previous 13F +157 shares

    10.28% of the 13F portfolio, value $15,134,017.

    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 42,468 shares
    Change vs previous 13F +250 shares

    11.05% of the 13F portfolio, value $14,883,451.

    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 42,218 shares
    Change vs previous 13F not available

    9.76% of the 13F portfolio, value $13,342,564.

    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).