Capital & Planning, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationjonesboro, GA
- CIK0002053750
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
39 | $161.93 M | MSFT, GOOGL, AMZN, V | 13F-HR | Nov 3, 2025 | 000142050625002971 | ||
36 | $147.26 M | MSFT, AMZN, V, GOOGL | 13F-HR | Aug 14, 2025 | 000142050625002155 | ||
34 | $134.67 M | MSFT, V, AMZN, SO | 13F-HR | May 15, 2025 | 000142050625001307 | ||
192 | $136.76 M | MSFT, AMZN, GOOGL, V | 13F-HR | Feb 3, 2025 | 000198615225000011 |