Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

SAP holding history

SAP SE 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.

SAP overview All 13F holders of SAP Full Q1 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of SAP by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−734−100.0%	Sold out	Holders
Q2 2025	734	$223.2K	<0.1%	+734	New	Holders
Q2 2024	0	$0	0.0%	−1,058−100.0%	Sold out	Holders
Q1 2024	1,058	$206.3K	<0.1%	+1,058	New	Holders