Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
SPGI holding history
S&P Global 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.
SPGI overviewAll 13F holders of SPGIFull Q1 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −671−100.0% | Sold out | Holders |
| Q4 2025 | 671 | $350.7K | <0.1% | +22+3.4% | Added | Holders |
| Q3 2025 | 649 | $315.9K | <0.1% | −22−3.3% | Reduced | Holders |
| Q2 2025 | 671 | $353.8K | 0.1% | −1−0.1% | Reduced | Holders |
| Q1 2025 | 672 | $341.4K | 0.1% | +2+0.3% | Added | Holders |
| Q4 2024 | 670 | $333.7K | 0.1% | −1−0.1% | Reduced | Holders |
| Q3 2024 | 671 | $346.7K | 0.1% | +5+0.8% | Added | Holders |
| Q2 2024 | 666 | $297.0K | 0.1% | −48−6.7% | Reduced | Holders |
| Q1 2024 | 714 | $303.8K | 0.1% | −22−3.0% | Reduced | Holders |
| Q4 2023 | 736 | $324.2K | 0.1% | +17+2.4% | Added | Holders |
| Q3 2023 | 719 | $262.7K | 0.1% | −239−24.9% | Reduced | Holders |
| Q2 2023 | 958 | $384.1K | 0.1% | +958 | New | Holders |