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Capital Planning LLCETFConcentrated long-term

CIK: 0001790688 | BELLEVUE, WA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR84$376.1M2026-10-09SEC ↗
Q2 2026
13F-HR88$343.4M2026-07-22SEC ↗
Q1 2026
13F-HR82$307.4M2026-04-30SEC ↗
Q4 2025
13F-HR84$356.9M2026-01-23SEC ↗
Q3 2025
13F-HR79$343.3M2025-10-22SEC ↗
Q2 2025
13F-HR79$318.3M2025-07-21SEC ↗
Q1 2025
13F-HR95$357.6M2025-04-29SEC ↗
Q4 2024
13F-HR90$381.3M2025-01-15SEC ↗
Q3 2024
13F-HR87$356.7M2024-10-16SEC ↗
Q2 2024
13F-HR80$333.8M2024-07-12SEC ↗
Q1 2024
13F-HR81$306.6M2024-04-12SEC ↗
Q4 2023
13F-HR74$281.2M2024-01-23SEC ↗
Q3 2023
13F-HR72$253.7M2023-10-23SEC ↗
Q2 2023
13F-HR71$256.4M2023-07-14SEC ↗
Q1 2023
13F-HR70$241.9M2023-04-28SEC ↗
Q4 2022
13F-HR76$225.0M2023-01-27SEC ↗
Q3 2022
13F-HR63$11.9M2022-11-07SEC ↗
Q2 2022
13F-HR62$13.2M2022-07-22SEC ↗
Q1 2022
13F-HR60$17.8M2022-04-22SEC ↗
Q4 2021
13F-HR71$18.1M2022-01-31SEC ↗
Q3 2021
13F-HR70$18.9M2021-10-19SEC ↗
Q2 2021
13F-HR67$17.0M2021-07-21SEC ↗
Q1 2021
13F-HR60$18.5M2021-04-22SEC ↗
Q4 2020
13F-HR66$15.5M2021-02-16SEC ↗