CAPITAL & PLANNING, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, CAPITAL & PLANNING, LLC opened 42 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was NEA (+$1,488,483); the largest decrease was NEA (-$325,640).
- NEA: Country of operation —; Class COM; Shares 2025-12-31 28,000; Shares 2026-03-31 0.
Two Form 13F-HR filings compared (SEC CIK 2053750): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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