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CAPITAL & PLANNING, LLC: XNEAX position timeline

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

CAPITAL & PLANNING, LLC held 132,325 XNEAX 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 132,325 shares
    Change vs previous 13F -220 shares

    0.8% of the 13F portfolio, value $1,553,495.

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

  2. period ended2026-03-31
    13F 132,545 shares
    Change vs previous 13F +104,545 shares

    0.9% of the 13F portfolio, value $1,488,483.

    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 28,000 shares
    Change vs previous 13F -98,245 shares

    1.51% of the 13F portfolio, value $325,640.

    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 126,245 shares
    Change vs previous 13F +1,035 shares

    0.89% of the 13F portfolio, value $1,437,933.

    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 125,210 shares
    Change vs previous 13F +4,875 shares

    0.93% of the 13F portfolio, value $1,367,293.

    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 120,335 shares
    Change vs previous 13F +8,325 shares

    1% of the 13F portfolio, value $1,347,752.

    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 112,010 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,263,473.

    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).