Capital & Planning, LLCCoreConcentrated long-term

CIK: 0002053750 | JONESBORO, GA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	45	$193.7M	2026-09-02	SEC ↗
Q1 2026	13F-HR	172	$164.8M	2026-05-18	SEC ↗
Q4 2025	13F-HR	71	$21.6M	2026-02-13	SEC ↗
Q3 2025	13F-HR	39	$161.9M	2025-11-04	SEC ↗
Q2 2025	13F-HR	36	$147.3M	2025-08-14	SEC ↗
Q1 2025	13F-HR	34	$134.7M	2025-05-16	SEC ↗
Q4 2024	13F-HR	192	$136.8M	2025-02-03	SEC ↗