Capital Planning Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Capital Planning Advisors going back to Feb. 5, 2015
- Capital Planning Advisors 2024 Q4 - filed Jan. 17, 2025 - new!
- Capital Planning Advisors 2024 Q3 - filed Nov. 12, 2024
- Capital Planning Advisors 2024 Q2 - filed Aug. 12, 2024
- Capital Planning Advisors 2024 Q1 - filed May 15, 2024
- Capital Planning Advisors 2023 Q4 - filed Feb. 12, 2024
- Capital Planning Advisors 2023 Q3 - filed Oct. 30, 2023
- Capital Planning Advisors 2023 Q2 - filed Aug. 1, 2023
- Capital Planning Advisors 2023 Q1 - filed May 15, 2023
- Capital Planning Advisors 2022 Q4 - filed Feb. 10, 2023
- Capital Planning Advisors 2022 Q3 - filed Nov. 14, 2022
- Capital Planning Advisors 2022 Q2 - filed Aug. 10, 2022
- Capital Planning Advisors 2022 Q1 - filed May 10, 2022
- Capital Planning Advisors 2021 Q4 - filed Feb. 14, 2022
- Capital Planning Advisors 2021 Q3 - filed Nov. 9, 2021
- Capital Planning Advisors 2021 Q2 - filed Aug. 13, 2021
- Capital Planning Advisors 2021 Q1 - filed April 30, 2021
- Capital Planning Advisors 2020 Q4 - filed Feb. 4, 2021
- Capital Planning Advisors 2020 Q3 - filed Nov. 12, 2020
- Capital Planning Advisors 2020 Q2 - filed Aug. 6, 2020
- Capital Planning Advisors 2020 Q1 - filed May 11, 2020
- Capital Planning Advisors 2019 Q4 - filed Feb. 3, 2020
- Capital Planning Advisors 2019 Q3 - filed Nov. 5, 2019
- Capital Planning Advisors 2019 Q2 - filed Aug. 9, 2019
- Capital Planning Advisors 2019 Q1 - filed May 14, 2019
- Capital Planning Advisors 2018 Q4 - filed Feb. 13, 2019
- Capital Planning Advisors 2018 Q3 - filed Nov. 14, 2018
- Capital Planning Advisors 2018 Q2 - filed Aug. 8, 2018
- Capital Planning Advisors 2018 Q1 - filed May 15, 2018
- Capital Planning Advisors 2017 Q4 - filed Feb. 8, 2018
- Capital Planning Advisors 2017 Q3 - filed Nov. 9, 2017
- Capital Planning Advisors 2017 Q2 - filed Aug. 8, 2017
- Capital Planning Advisors 2017 Q1 - filed May 12, 2017
- Capital Planning Advisors 2016 Q4 - filed Feb. 13, 2017
- Capital Planning Advisors 2016 Q3 - filed Nov. 8, 2016
- Capital Planning Advisors 2016 Q2 - filed July 21, 2016
- Capital Planning Advisors 2016 Q1 - filed May 4, 2016
- Capital Planning Advisors 2015 Q4 - filed Jan. 22, 2016
- Capital Planning Advisors 2015 Q3 - filed Oct. 20, 2015
- Capital Planning Advisors 2015 Q2 - filed July 22, 2015
- Capital Planning Advisors 2015 Q1 - filed May 11, 2015
- Capital Planning Advisors 2014 Q4 - filed Feb. 5, 2015