Filer · Institutional
CAPITAL & PLANNING,LLC
CIK 0002053750TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 6
Q1 202613F-HR
0001986152-26-000089 · filed 2026-05-18
172
positions
Q4 202513F-HR
0001420506-26-000360 · filed 2026-02-13
9
positions
Q3 202513F-HR
0001420506-25-002971 · filed 2025-11-04
39
positions
Q2 202513F-HR
0001420506-25-002155 · filed 2025-08-14
36
positions
Q1 202513F-HR
0001420506-25-001307 · filed 2025-05-16
34
positions
Q4 202413F-HR
0001986152-25-000011 · filed 2025-02-03
192
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.