Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q1 2026): 18,855
Value: $5.70M
% of portfolio: 0.8%
Quarters held: 21; Since Q1 2021

Holdings of V by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	18,855	$5.70M	0.8%	−10,271−35.3%	Reduced	Holders
Q4 2025	29,126	$10.2M	1.4%	−523−1.8%	Reduced	Holders
Q3 2025	29,649	$10.1M	1.4%	−342−1.1%	Reduced	Holders
Q2 2025	29,991	$10.6M	1.6%	−616−2.0%	Reduced	Holders
Q1 2025	30,607	$10.7M	1.7%	−141−0.5%	Reduced	Holders
Q4 2024	30,748	$9.72M	1.5%	+1,071+3.6%	Added	Holders
Q3 2024	29,677	$8.16M	1.2%	+75+0.3%	Added	Holders
Q2 2024	29,602	$7.77M	1.3%	+41+0.1%	Added	Holders
Q1 2024	29,561	$8.25M	1.4%	+158+0.5%	Added	Holders
Q4 2023	29,403	$7.65M	1.4%	−450−1.5%	Reduced	Holders
Q3 2023	29,853	$6.87M	1.4%	+280+0.9%	Added	Holders
Q2 2023	29,573	$7.02M	1.4%	+90+0.3%	Added	Holders
Q1 2023	29,483	$6.65M	1.4%	−457−1.5%	Reduced	Holders
Q4 2022	29,940	$6.22M	1.5%	+1,010+3.5%	Added	Holders
Q3 2022	28,930	$5.14M	1.4%	+1,180+4.3%	Added	Holders
Q2 2022	27,750	$5.46M	1.4%	−1,203−4.2%	Reduced	Holders
Q1 2022	28,953	$6.42M	1.4%	−385−1.3%	Reduced	Holders
Q4 2021	29,338	$6.36M	1.2%	−126−0.4%	Reduced	Holders
Q3 2021	29,464	$6.56M	1.4%	+190+0.6%	Added	Holders
Q2 2021	29,274	$6.84M	1.4%	−36−0.1%	Reduced	Holders
Q1 2021	29,310	$6.21M	1.4%	–	–	Holders

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