Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
V holding history
Visa 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.
V overviewAll 13F holders of VFull Q2 2026 holdings
- Shares (Q2 2026)
- 42,000
- Value
- $14.4M
- % of portfolio
- 7.4%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 42,000 | $14.4M | 7.4% | −66−0.2% | Reduced | Holders |
| Q1 2026 | 42,066 | $12.7M | 7.7% | +32,076+321.1% | Added | Holders |
| Q4 2025 | 9,990 | $3.50M | 16.2% | −33,229−76.9% | Reduced | Holders |
| Q3 2025 | 43,219 | $14.8M | 9.1% | +594+1.4% | Added | Holders |
| Q2 2025 | 42,625 | $15.1M | 10.3% | +157+0.4% | Added | Holders |
| Q1 2025 | 42,468 | $14.9M | 11.1% | +250+0.6% | Added | Holders |
| Q4 2024 | 42,218 | $13.3M | 9.8% | – | No prior filing | Holders |