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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

DOV holding history

DOVER Corp 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.

DOV overviewAll 13F holders of DOVFull Q1 2026 holdings

Shares (Q1 2026)
3,271
Value
$681.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DOV by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20263,271$681.8K0.1%00.0%UnchangedHolders
Q4 20253,271$638.6K0.1%00.0%UnchangedHolders
Q3 20253,271$545.7K0.1%00.0%UnchangedHolders
Q2 20253,271$599.3K0.1%−69−2.1%ReducedHolders
Q1 20253,340$586.8K0.1%−10.0%ReducedHolders
Q4 20243,341$626.8K0.1%+10.0%AddedHolders
Q3 20243,340$640.4K0.1%+10.0%AddedHolders
Q2 20243,339$602.5K0.1%−89−2.6%ReducedHolders
Q1 20243,428$607.4K0.1%+119+3.6%AddedHolders
Q4 20233,309$509.0K0.1%00.0%UnchangedHolders
Q3 20233,309$461.6K0.1%00.0%UnchangedHolders
Q2 20233,309$488.6K0.1%−162−4.7%ReducedHolders
Q1 20233,471$527.4K0.1%−69−1.9%ReducedHolders
Q4 20223,540$479.4K0.1%−416−10.5%ReducedHolders
Q3 20223,956$461.0K0.1%−803−16.9%ReducedHolders
Q2 20224,759$577.0K0.2%−779−14.1%ReducedHolders
Q1 20225,538$869.0K0.2%−37−0.7%ReducedHolders
Q4 20215,575$1.01M0.2%+26+0.5%AddedHolders
Q3 20215,549$863.0K0.2%00.0%UnchangedHolders
Q2 20215,549$836.0K0.2%−299−5.1%ReducedHolders
Q1 20215,848$802.0K0.2%––Holders

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