Skip to main content

Capital & Planning, LLC

SEC CIK
0002053750
Latest filing
Sep 2, 2026

IVR holding history

Invesco Mortgage Capital Inc. in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVR overviewAll 13F holders of IVRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of IVR by Capital & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,794−100.0%Sold outHolders
Q1 20261,794$14.5K<0.1%+1,794NewHolders