Capital & Planning, LLC

SEC CIK: 0002053750
Latest filing: Sep 2, 2026

SEC filings (opens in a new tab)

O holding history

Realty Income Corp 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.

O overview All 13F holders of O Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of O by Capital & Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q1 2026	100	$6.12K	<0.1%	+100	New	Holders
Q1 2025	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q4 2024	100	$5.34K	<0.1%	–	No prior filing	Holders