Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
FOUR holding history
Shift4 Payments, 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.
FOUR overviewAll 13F holders of FOURFull Q1 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −10,000−100.0% | Sold out | Holders |
| Q4 2024 | 10,000 | $1.04M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 10,000 | $886.0K | 0.1% | −4,134−29.2% | Reduced | Holders |
| Q2 2024 | 14,134 | $1.04M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 14,134 | $933.8K | 0.2% | +14,134 | New | Holders |