Filer Snapshot

Capital Planning Advisors, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001631941.

Entity Type

Company

Total Filings

48

Latest Filing

14 May 2026

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001631941.

View Source Filing
Business address
1420 Rocky Ridge Drive, Suite 140, Roseville, CA, 95661
Top securities (13F)
VEA, GLDM, USFR, IEMG, SPHQ, XMHQ, IWF, AVDE, DYNF, JIRE, GOOGL, AAPL, MSFT, GOVT, NVDA, HELO, AMZN, COST, AVUV, and DGRW
State of incorporation
CA
Fiscal year end
31 December

Key facts

  • Capital Planning Advisors, LLC is an SEC filer tracked under CIK 0001631941.
  • 48 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

Change

  • Latest filing: 13F-HR filed on 14 May 2026.
  • Report period: 31 Mar 2026.

Research use

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Evidence

Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001631941.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Capital Planning Advisors, LLC.

Latest source-backed update
13F-HR filed 14 May 2026
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 14 May 2026.
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  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Capital Planning Advisors, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

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Benchmark Context

Benchmark context for this company

Capital Planning Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Company intelligence

Capital Planning Advisors, LLC: filings, ownership, insiders

CIK 0001631941. Open the active data lane, then verify the SEC filing behind the row.

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Active modules

2/5

Available company intelligence paths on this page.

Filings

48

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

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Return when a new SEC-backed change lands.

Research checks

Latest filing

13F-HR filed 14 May 2026

Ownership lanes

1/3 active

CIK

0001631941

Next review

watch new filing, insider, 13D/G, or 13F change

SEC-verifiable company research path

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SEC filings

Available

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Large-stake holders

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Form 13F

Available

Institutional holders

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SEC-verifiable company hub

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Capital Planning Advisors, LLC has filed 48 SEC EDGAR filings since 05 Feb 2015. Common forms include 13F-HR, N-PX.

Capital Planning Advisors, LLC SEC filings Capital Planning Advisors, LLC 13F portfolio

Latest Filings

Recent SEC filings for Capital Planning Advisors, LLC with direct links to document and filing folders.

13F-HR File 028-16407

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
07 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-16407

N-PX filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
12 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-16407

N-PX filing

Filing date
26 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
12 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
12 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
30 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
01 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
15 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
10 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
10 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
10 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
14 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
09 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
30 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
04 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
06 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
11 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
03 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
05 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
09 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
13 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
14 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
08 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
15 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
08 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
09 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
08 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
12 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
13 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
08 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
21 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-16407

13F-HR filing

Filing date
04 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
22 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
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13F-HR File 028-16407

13F-HR filing

Filing date
20 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-16407

13F-HR filing

Filing date
22 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-16407

13F-HR filing

Filing date
11 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-16407

13F-HR filing

Filing date
05 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
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About this filer

Capital Planning Advisors, LLC files with the SEC under CIK 0001631941. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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