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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

A overviewAll 13F holders of AFull Q1 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of A by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,640−100.0%Sold outHolders
Q4 20251,640$223.2K<0.1%+24+1.5%AddedHolders
Q3 20251,616$207.4K<0.1%+1,616NewHolders
Q1 20250$00.0%−1,635−100.0%Sold outHolders
Q4 20241,635$219.6K<0.1%+3+0.2%AddedHolders
Q3 20241,632$242.3K<0.1%+1+0.1%AddedHolders
Q2 20241,631$211.4K<0.1%−12−0.7%ReducedHolders
Q1 20241,643$239.1K<0.1%+8+0.5%AddedHolders
Q4 20231,635$227.3K<0.1%+1,635NewHolders
Q2 20230$00.0%−1,763−100.0%Sold outHolders
Q1 20231,763$243.9K0.1%00.0%UnchangedHolders
Q4 20221,763$263.8K0.1%00.0%UnchangedHolders
Q3 20221,763$214.0K0.1%+63+3.7%AddedHolders
Q2 20221,700$202.0K0.1%−30−1.7%ReducedHolders
Q1 20221,730$229.0K<0.1%+82+5.0%AddedHolders
Q4 20211,648$263.0K0.1%00.0%UnchangedHolders
Q3 20211,648$260.0K0.1%00.0%UnchangedHolders
Q2 20211,648$244.0K0.1%+38+2.4%AddedHolders
Q1 20211,610$205.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.