13F Filings History of CAPITAL & PLANNING, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$21,600,615
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Jonesboro, GA
Summary
This page shows a list of all the recent 13F filings made by CAPITAL & PLANNING, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAPITAL & PLANNING, LLC reported 9 stock holdings with total value $21,600,615 as of Q4 2025. Top holdings included GOOGL, AMZN, V, MSFT, and LLY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 9 $21,600,615 $0 -$148,194,231 -$148,194,231 GOOGL, AMZN, V, MSFT, LLY 13F-HR 13 Feb 2026, 12:30
Q3 2025 39 $161,924,193 +$9,006,907 -$2,970,585 +$6,036,322 MSFT, GOOGL, AMZN, V, SO 13F-HR 03 Nov 2025, 17:45
Q2 2025 36 $147,261,717 +$4,525,724 -$1,117,089 +$3,408,635 MSFT, AMZN, V, GOOGL, SO 13F-HR 14 Aug 2025, 14:43
Q1 2025 34 $134,669,302 +$5,172,248 -$4,795,991 +$376,257 MSFT, V, AMZN, SO, GOOGL 13F-HR 15 May 2025, 17:58
Q4 2024 192 $136,758,234 $0 $0 $0 MSFT, AMZN, GOOGL, V, SO 13F-HR 03 Feb 2025, 11:11